-10.4%
SHW vs VSH
+109.0%
-119.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -1.0% |
| 7D | -4.5% | +3.1% | -7.5% | -4.6% |
| 30D | -12.7% | -5.7% | -7.0% | -12.5% |
| 3M | +4.7% | -42.5% | +47.2% | +7.6% |
| 6M | -3.4% | +82.7% | -86.1% | -18.3% |
| YTD | -1.3% | +118.2% | -119.6% | -19.3% |
| 1Y | -10.4% | +109.7% | -120.0% | -27.3% |
| All | -10.4% | +109.0% | -119.3% | -27.3% |
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