-17.9%
WDAY vs VSH
+111.0%
-128.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | 0.0% |
| 7D | -7.4% | +3.5% | -10.9% | -6.8% |
| 30D | +1.0% | -4.4% | +5.4% | +0.5% |
| 3M | +32.7% | -45.8% | +78.5% | +25.5% |
| 6M | +25.6% | +90.1% | -64.6% | +27.9% |
| YTD | -13.4% | +120.3% | -133.7% | -15.8% |
| All | -17.9% | +111.0% | -128.8% | -20.6% |
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