+98.9%
VSH vs VT
+11.9%
+87.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.3% |
| 7D | +14.3% | +2.4% | +12.0% | +7.4% |
| 30D | -7.9% | -1.5% | -6.4% | -1.4% |
| 3M | -19.9% | -4.1% | -15.7% | -6.7% |
| 6M | -30.5% | +0.6% | -31.1% | -26.6% |
| YTD | +85.7% | +11.0% | +74.6% | +56.5% |
| 1Y | +98.9% | +13.3% | +85.6% | +58.0% |
| All | +98.9% | +11.9% | +87.0% | +58.0% |
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