+54.1%
SO vs VSH
+31.2%
+22.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +1.1% |
| 7D | +1.4% | +14.3% | -13.0% | +1.8% |
| 30D | +4.7% | -7.9% | +12.6% | +4.6% |
| 3M | +1.7% | -19.9% | +21.6% | +1.3% |
| 6M | +2.2% | -30.5% | +32.7% | +1.3% |
| YTD | +10.0% | +85.7% | -75.7% | +10.5% |
| 1Y | +6.0% | +98.9% | -92.9% | +6.7% |
| 3Y | +54.1% | +32.1% | +22.0% | +53.5% |
| All | +54.1% | +31.2% | +22.9% | +53.5% |
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