+31.7%
VSH price history and return analytics
+74.1%
-42.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.6% | +10.8% | +7.1% |
| 7D | +3.5% | +0.4% | +3.1% | +3.7% |
| 30D | -22.4% | -2.6% | -19.8% | -15.7% |
| 3M | -25.2% | -3.2% | -21.9% | -17.1% |
| 6M | -22.5% | +0.9% | -23.5% | -19.5% |
| YTD | +84.2% | +11.3% | +72.9% | +56.7% |
| 1Y | +87.1% | +14.0% | +73.1% | +51.8% |
| 3Y | +31.7% | +75.8% | -44.2% | -51.5% |
| All | +31.7% | +74.1% | -42.5% | -51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling