+439.5%
SN vs VSH
-11.3%
+450.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.7% | -3.0% | +1.1% |
| 7D | +7.2% | -12.9% | +20.1% | +10.6% |
| 30D | +20.4% | -36.9% | +57.2% | +35.3% |
| 3M | +23.9% | -28.8% | +52.7% | +32.6% |
| 6M | +93.0% | -30.3% | +123.3% | +87.9% |
| YTD | +99.2% | +62.4% | +36.9% | +25.7% |
| 1Y | +142.6% | +62.5% | +80.1% | +52.8% |
| 3Y | +398.8% | +7.4% | +391.4% | +250.9% |
| All | +439.5% | -11.3% | +450.8% | +308.3% |
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