+90.1%
VSH vs WTW
+4.3%
+85.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.6% | +4.3% | -1.9% |
| 7D | +3.5% | -7.1% | +10.6% | -1.9% |
| 30D | -4.4% | -8.5% | +4.2% | -10.2% |
| 3M | -45.8% | +20.6% | -66.4% | -33.8% |
| 6M | +90.1% | +7.2% | +82.9% | +131.4% |
| All | +90.1% | +4.3% | +85.9% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 6mo: compounded portfolio wealth divided by compounded WTW 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…
6mo analysis · Full analysis span regression · 6 months rolling