-14.8%
SKHY vs VSH
-39.7%
+24.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.1% | 0.0% | -1.5% |
| 7D | -13.1% | -13.6% | +0.5% | -3.7% |
| 30D | -26.6% | -30.4% | +3.7% | -5.3% |
| 3M | -7.3% | -33.3% | +26.0% | +20.8% |
| All | -14.8% | -39.7% | +24.8% | +25.5% |
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 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 · Available span rolling