+1,481.1%
VTR vs VSH
+316.3%
+1,164.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.4% | -6.4% | -2.9% |
| 7D | -1.7% | +4.1% | -5.7% | -2.5% |
| 30D | -2.4% | -4.2% | +1.7% | -1.9% |
| 3M | +14.8% | -50.0% | +64.8% | +28.2% |
| 6M | +5.3% | +80.2% | -74.8% | -11.8% |
| YTD | +18.1% | +121.1% | -103.0% | -5.9% |
| 1Y | +36.7% | +112.0% | -75.3% | +8.9% |
| 3Y | +130.1% | +22.5% | +107.6% | +97.9% |
| 5Y | +89.5% | +64.0% | +25.5% | +50.5% |
| 10Y | +87.4% | +170.4% | -83.0% | +32.5% |
| All | +1,481.1% | +316.3% | +1,164.8% | +694.5% |
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