+566.5%
VTRS vs VSH
+1,668.7%
-1,102.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -3.5% | +3.5% | -7.0% | -4.2% |
| 30D | +2.1% | -4.4% | +6.5% | +2.9% |
| 3M | +2.6% | -45.8% | +48.4% | +14.1% |
| 6M | +17.8% | +90.1% | -72.4% | -2.7% |
| YTD | +35.7% | +120.3% | -84.7% | +8.0% |
| 1Y | +63.5% | +112.2% | -48.7% | +30.4% |
| 3Y | +85.1% | +36.6% | +48.5% | +58.0% |
| 5Y | +42.5% | +67.0% | -24.5% | +15.0% |
| 10Y | -48.2% | +179.5% | -227.7% | -63.4% |
| All | +566.5% | +1,668.7% | -1,102.2% | +120.5% |
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