+88.9%
SMR vs VSH
+32.2%
+56.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -1.0% | +16.3% | +15.9% |
| 7D | +21.4% | +6.2% | +15.2% | +16.5% |
| 30D | +13.8% | -11.1% | +25.0% | +22.2% |
| 3M | +3.9% | -44.9% | +48.8% | +48.6% |
| 6M | -4.2% | +90.0% | -94.2% | -43.7% |
| YTD | -21.1% | +118.8% | -139.9% | -58.4% |
| 1Y | -67.1% | +109.0% | -176.0% | -81.7% |
| 3Y | +88.9% | +35.6% | +53.2% | +43.7% |
| All | +88.9% | +32.2% | +56.6% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling