+118.1%
VSH vs WAB
+49.7%
+68.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.1% | +5.2% |
| 7D | +4.8% | +0.1% | +4.6% | +4.7% |
| 30D | -0.7% | -4.1% | +3.4% | +3.1% |
| 3M | -43.1% | +8.2% | -51.2% | -46.9% |
| 6M | +91.8% | +15.4% | +76.4% | +63.9% |
| YTD | +131.6% | +33.1% | +98.5% | +67.6% |
| 1Y | +118.1% | +48.1% | +70.0% | +41.5% |
| All | +118.1% | +49.7% | +68.4% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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