+108.4%
VSH vs VT
+13.3%
+95.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.1% | +7.6% | +5.3% |
| 7D | +12.8% | -0.7% | +13.5% | +16.9% |
| 30D | -9.0% | -1.7% | -7.3% | -1.9% |
| 3M | -12.2% | -2.3% | -9.9% | -3.5% |
| 6M | -15.9% | +1.5% | -17.5% | -13.7% |
| YTD | +103.2% | +12.0% | +91.2% | +66.5% |
| 1Y | +108.4% | +12.9% | +95.6% | +68.1% |
| All | +108.4% | +13.3% | +95.2% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling