-85.6%
SMR vs VSH
+62.1%
-147.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.1% | +0.6% | -1.6% |
| 7D | -9.5% | -13.6% | +4.1% | -2.1% |
| 30D | -33.2% | -30.4% | -2.9% | -18.6% |
| 3M | -45.9% | -33.3% | -12.7% | -34.1% |
| 6M | -57.9% | -15.1% | -42.8% | -58.1% |
| YTD | -63.8% | +80.2% | -144.0% | -82.7% |
| 1Y | -85.6% | +63.4% | -149.0% | -92.4% |
| All | -85.6% | +62.1% | -147.7% | -92.4% |
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