+112.0%
VSH vs WSM
+19.9%
+92.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.3% | +3.1% |
| 7D | +4.1% | -3.3% | +7.3% | +6.2% |
| 30D | -4.2% | -8.4% | +4.2% | +1.1% |
| 3M | -50.0% | +9.7% | -59.6% | -52.9% |
| 6M | +80.2% | +16.7% | +63.5% | +61.8% |
| YTD | +121.1% | +28.7% | +92.4% | +82.5% |
| 1Y | +112.0% | +13.7% | +98.3% | +81.6% |
| All | +112.0% | +19.9% | +92.1% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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