-50.5%
SE vs VSH
+86.1%
-136.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.6% |
| 7D | 0.0% | -1.6% | +1.6% | -0.1% |
| 30D | -19.4% | -21.3% | +1.9% | -18.9% |
| 3M | -33.1% | -18.9% | -14.2% | -32.8% |
| 6M | -11.4% | -21.4% | +10.0% | -15.6% |
| YTD | -39.8% | +86.8% | -126.6% | -55.3% |
| 1Y | -50.5% | +85.8% | -136.2% | -63.4% |
| All | -50.5% | +86.1% | -136.6% | -63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling