+90.3%
VTR vs VSH
+64.5%
+25.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.3% |
| 7D | -1.8% | +3.1% | -4.9% | -2.0% |
| 30D | +4.0% | -5.7% | +9.7% | +4.4% |
| 3M | +7.8% | -42.5% | +50.3% | +11.9% |
| 6M | +6.4% | +82.7% | -76.3% | -6.7% |
| YTD | +18.3% | +118.2% | -99.9% | +0.7% |
| 1Y | +33.9% | +109.7% | -75.7% | +14.0% |
| 3Y | +134.3% | +35.3% | +99.0% | +117.2% |
| 5Y | +90.3% | +65.6% | +24.7% | +57.2% |
| All | +90.3% | +64.5% | +25.8% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling