+8,919.3%
WMT vs VSH
+1,656.4%
+7,262.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | +0.1% | +6.2% | -6.1% | -0.6% |
| 30D | -5.0% | -11.1% | +6.2% | -3.9% |
| 3M | -11.3% | -44.9% | +33.6% | -6.5% |
| 6M | -13.8% | +90.0% | -103.7% | -22.2% |
| YTD | -4.2% | +118.8% | -123.0% | -15.2% |
| 1Y | +4.6% | +109.0% | -104.4% | -7.3% |
| 3Y | +100.5% | +35.6% | +64.8% | +82.7% |
| 5Y | +129.7% | +66.7% | +63.0% | +101.7% |
| 10Y | +423.4% | +167.9% | +255.5% | +318.5% |
| All | +8,919.3% | +1,656.4% | +7,262.8% | +3,733.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling