+958.5%
SLB vs VSH
+1,674.8%
-716.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.3% | -0.9% |
| 7D | +0.8% | +4.1% | -3.2% | -0.2% |
| 30D | +15.8% | -4.2% | +20.0% | +16.5% |
| 3M | -0.3% | -50.0% | +49.6% | +14.8% |
| 6M | +21.3% | +80.2% | -58.8% | -0.5% |
| YTD | +52.3% | +121.1% | -68.8% | +18.1% |
| 1Y | +63.6% | +112.0% | -48.4% | +27.4% |
| 3Y | +3.8% | +22.5% | -18.8% | -10.3% |
| 5Y | +128.6% | +64.0% | +64.6% | +81.2% |
| 10Y | -3.1% | +170.4% | -173.4% | -30.9% |
| All | +958.5% | +1,674.8% | -716.3% | +393.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling