+353.4%
VSH price history and return analytics
+357.6%
-4.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.6% | +10.8% | +9.8% |
| 7D | +3.5% | +0.4% | +3.1% | +3.8% |
| 30D | -22.4% | -2.6% | -19.8% | -18.3% |
| 3M | -25.2% | -3.2% | -21.9% | -20.2% |
| 6M | -22.5% | +0.9% | -23.5% | -20.2% |
| YTD | +84.2% | +11.3% | +72.9% | +67.7% |
| 1Y | +87.1% | +14.0% | +73.1% | +65.5% |
| 3Y | +31.7% | +75.8% | -44.2% | -31.1% |
| 5Y | +42.6% | +57.8% | -15.3% | -13.5% |
| 10Y | +116.6% | +219.8% | -103.2% | -43.3% |
| All | +353.4% | +357.6% | -4.2% | -28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling