+5.3%
WMT vs VSH
+119.5%
-114.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.1% | -4.8% | +1.7% |
| 7D | 0.0% | +4.8% | -4.8% | +0.3% |
| 30D | -7.4% | -0.7% | -6.7% | -7.4% |
| 3M | -10.9% | -43.1% | +32.2% | -12.1% |
| 6M | -12.7% | +91.8% | -104.5% | -15.8% |
| YTD | -3.2% | +131.6% | -134.8% | -6.5% |
| 1Y | +5.3% | +118.1% | -112.8% | +2.2% |
| All | +5.3% | +119.5% | -114.2% | +2.2% |
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