+19.6%
VGSH price history and return analytics
+224.4%
-204.7%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | -0.3% | -0.7% | +0.4% | -0.3% |
| 30D | +0.4% | -1.7% | +2.2% | +0.4% |
| 3M | +0.2% | -2.3% | +2.5% | +0.2% |
| 6M | +0.7% | +1.5% | -0.8% | +0.7% |
| YTD | +1.2% | +12.0% | -10.9% | +1.3% |
| 1Y | +1.8% | +12.9% | -11.1% | +1.9% |
| 3Y | +12.8% | +74.9% | -62.2% | +13.5% |
| 5Y | +10.8% | +59.9% | -49.1% | +11.2% |
| 10Y | +19.6% | +224.6% | -205.0% | +22.0% |
| All | +19.6% | +224.4% | -204.7% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling