+34.4%
NSC vs VSH
+45.1%
-10.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.4% | +1.5% |
| 7D | +1.6% | +26.2% | -24.6% | -2.4% |
| 30D | +4.2% | -12.5% | +16.7% | +5.6% |
| 3M | -0.2% | -16.9% | +16.7% | +1.5% |
| 6M | +7.6% | -17.0% | +24.5% | +3.8% |
| YTD | +17.4% | +93.8% | -76.4% | -10.3% |
| 1Y | +18.3% | +99.3% | -81.1% | -10.6% |
| 3Y | +79.8% | +35.0% | +44.8% | +45.2% |
| All | +34.4% | +45.1% | -10.6% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 5y: compounded portfolio wealth divided by compounded VSH 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…
5y analysis · Full analysis span regression · 6 months rolling