+111.1%
VSH price history and return analytics
+221.8%
-110.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.7% |
| 7D | +14.3% | +2.4% | +12.0% | +10.7% |
| 30D | -7.9% | -1.5% | -6.4% | -4.0% |
| 3M | -19.9% | -4.1% | -15.7% | -12.3% |
| 6M | -30.5% | +0.6% | -31.1% | -27.7% |
| YTD | +85.7% | +11.0% | +74.6% | +67.6% |
| 1Y | +98.9% | +13.3% | +85.6% | +74.6% |
| 3Y | +32.1% | +73.4% | -41.3% | -34.3% |
| 5Y | +39.7% | +57.4% | -17.8% | -19.4% |
| All | +111.1% | +221.8% | -110.6% | -54.6% |
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