+136.5%
WMT vs VSH
+31.2%
+105.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +1.5% |
| 7D | +2.0% | +14.3% | -12.3% | +2.1% |
| 30D | +10.3% | -7.9% | +18.1% | +10.3% |
| 3M | +11.0% | -19.9% | +30.8% | +11.0% |
| 6M | -2.3% | -30.5% | +28.2% | -3.3% |
| YTD | +15.7% | +85.7% | -70.0% | +6.2% |
| 1Y | +26.0% | +98.9% | -73.0% | +15.0% |
| 3Y | +136.5% | +32.1% | +104.4% | +107.7% |
| All | +136.5% | +31.2% | +105.3% | +107.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling