+3.8%
VUG vs VSH
+103.4%
-99.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.8% | -7.1% | +0.4% |
| 7D | -1.1% | +12.8% | -13.8% | -3.0% |
| 30D | -7.0% | -9.0% | +2.0% | -6.5% |
| 3M | -3.7% | -12.2% | +8.5% | -3.1% |
| 6M | -1.6% | -15.9% | +14.3% | -2.7% |
| YTD | +5.1% | +103.2% | -98.1% | -12.2% |
| 1Y | +3.8% | +108.4% | -104.7% | -13.8% |
| All | +3.8% | +103.4% | -99.7% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling