+447.8%
SN vs VSH
+1.4%
+446.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.2% | +7.0% | +4.0% |
| 7D | +1.5% | +14.3% | -12.8% | -2.5% |
| 30D | +21.5% | -7.9% | +29.4% | +22.3% |
| 3M | +20.0% | -19.9% | +39.9% | +24.3% |
| 6M | +119.9% | -30.5% | +150.4% | +121.0% |
| YTD | +102.3% | +85.7% | +16.7% | +22.6% |
| 1Y | +148.0% | +98.9% | +49.1% | +45.1% |
| 3Y | +450.0% | +32.1% | +417.9% | +255.1% |
| All | +447.8% | +1.4% | +446.4% | +298.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling