+70.1%
VT vs VSH
+6.8%
+63.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.7% | -5.5% | -0.7% |
| 7D | -2.3% | -12.9% | +10.6% | -0.4% |
| 30D | -5.0% | -36.9% | +31.9% | +1.7% |
| 3M | -4.9% | -28.8% | +23.9% | -0.7% |
| 6M | -1.5% | -30.3% | +28.8% | +0.2% |
| YTD | +8.5% | +62.4% | -53.9% | -7.8% |
| 1Y | +11.4% | +62.5% | -51.1% | -5.6% |
| 3Y | +70.1% | +7.4% | +62.7% | +51.9% |
| All | +70.1% | +6.8% | +63.2% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling