+85.8%
VSH vs VT
+12.5%
+73.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.9% |
| 7D | -1.6% | -0.1% | -1.4% | -0.2% |
| 30D | -21.3% | -3.1% | -18.2% | -11.8% |
| 3M | -18.9% | -3.5% | -15.4% | -7.6% |
| 6M | -21.4% | +0.5% | -21.9% | -16.8% |
| YTD | +86.8% | +10.8% | +76.1% | +58.3% |
| 1Y | +85.8% | +11.9% | +73.9% | +53.7% |
| All | +85.8% | +12.5% | +73.3% | +53.7% |
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