+14.1%
XRT vs VSH
+92.4%
-78.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.6% |
| 7D | +1.7% | +14.3% | -12.6% | +1.2% |
| 30D | +7.5% | -7.9% | +15.4% | +7.5% |
| 3M | +2.2% | -19.9% | +22.0% | +2.6% |
| 6M | +14.7% | -30.5% | +45.2% | +12.7% |
| YTD | +7.5% | +85.7% | -78.2% | -15.3% |
| 1Y | +14.1% | +98.9% | -84.8% | -12.5% |
| All | +14.1% | +92.4% | -78.3% | -12.5% |
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