+359.9%
VSH price history and return analytics
+355.4%
+4.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.1% |
| 7D | -1.6% | -0.1% | -1.4% | -0.6% |
| 30D | -21.3% | -3.1% | -18.2% | -16.6% |
| 3M | -18.9% | -3.5% | -15.4% | -13.2% |
| 6M | -21.4% | +0.5% | -21.9% | -18.5% |
| YTD | +86.8% | +10.8% | +76.1% | +71.2% |
| 1Y | +85.8% | +11.9% | +73.9% | +68.5% |
| 3Y | +30.1% | +73.0% | -42.8% | -30.4% |
| 5Y | +42.8% | +58.6% | -15.8% | -13.9% |
| 10Y | +121.2% | +219.2% | -98.0% | -41.9% |
| All | +359.9% | +355.4% | +4.5% | -26.5% |
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 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