+174.9%
VSH price history and return analytics
+226.9%
-51.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | +0.1% |
| 7D | +2.8% | -2.0% | +4.8% | +6.1% |
| 30D | -6.0% | -1.4% | -4.6% | -3.7% |
| 3M | -42.6% | +4.7% | -47.4% | -45.7% |
| 6M | +82.1% | +11.4% | +70.8% | +59.5% |
| YTD | +117.5% | +13.1% | +104.5% | +86.8% |
| 1Y | +109.0% | +19.0% | +90.0% | +67.7% |
| 3Y | +34.9% | +73.9% | -39.1% | -34.8% |
| 5Y | +65.1% | +65.4% | -0.3% | -13.5% |
| All | +174.9% | +226.9% | -51.9% | -39.8% |
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