+32.3%
NSC vs VSH
+38.9%
-6.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | -0.9% |
| 7D | +2.5% | +14.3% | -11.9% | +0.1% |
| 30D | +1.7% | -7.9% | +9.6% | +2.2% |
| 3M | -2.6% | -19.9% | +17.3% | -0.3% |
| 6M | +6.4% | -30.5% | +36.9% | +7.2% |
| YTD | +15.5% | +85.7% | -70.2% | -11.2% |
| 1Y | +17.6% | +98.9% | -81.3% | -11.5% |
| 3Y | +75.0% | +32.1% | +42.9% | +41.2% |
| All | +32.3% | +38.9% | -6.7% | -0.5% |
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