+118.1%
VSH vs WY
-9.1%
+127.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.1% |
| 7D | +4.8% | -4.2% | +8.9% | +5.5% |
| 30D | -0.7% | -10.1% | +9.4% | +1.1% |
| 3M | -43.1% | -8.5% | -34.6% | -42.0% |
| 6M | +91.8% | -3.3% | +95.1% | +90.0% |
| YTD | +131.6% | -4.4% | +136.0% | +128.8% |
| 1Y | +118.1% | -11.5% | +129.6% | +137.7% |
| All | +118.1% | -9.1% | +127.1% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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