+417.4%
WDC vs VSH
+118.1%
+299.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.4% | +2.9% |
| 7D | +1.7% | +4.1% | -2.3% | -0.9% |
| 30D | -10.0% | -4.2% | -5.8% | -8.0% |
| 3M | -18.8% | -50.0% | +31.2% | +25.7% |
| 6M | +79.0% | +80.2% | -1.1% | +20.1% |
| YTD | +171.6% | +121.1% | +50.5% | +65.8% |
| 1Y | +417.4% | +112.0% | +305.4% | +215.6% |
| All | +417.4% | +118.1% | +299.3% | +215.6% |
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