+954.4%
VTI vs VSH
+158.0%
+796.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.3% |
| 7D | +0.6% | +6.2% | -5.6% | -1.1% |
| 30D | -1.1% | -11.1% | +10.0% | +1.9% |
| 3M | +3.9% | -44.9% | +48.8% | +19.7% |
| 6M | +14.6% | +90.0% | -75.3% | -10.9% |
| YTD | +13.3% | +118.8% | -105.5% | -16.3% |
| 1Y | +19.2% | +109.0% | -89.8% | -11.5% |
| 3Y | +77.4% | +35.6% | +41.8% | +43.0% |
| 5Y | +74.0% | +66.7% | +7.3% | +29.6% |
| 10Y | +294.6% | +167.9% | +126.7% | +140.1% |
| All | +954.4% | +158.0% | +796.4% | +356.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling