+24.9%
VSH vs VT
+53.4%
-28.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.3% |
| 7D | -12.9% | -2.3% | -10.6% | -8.7% |
| 30D | -36.9% | -5.0% | -31.9% | -29.9% |
| 3M | -28.8% | -4.9% | -23.9% | -20.7% |
| 6M | -30.3% | -1.5% | -28.8% | -24.8% |
| YTD | +62.4% | +8.5% | +53.9% | +51.4% |
| 1Y | +62.5% | +11.4% | +51.1% | +46.0% |
| 3Y | +7.4% | +70.1% | -62.7% | -42.9% |
| All | +24.9% | +53.4% | -28.5% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling