+334.3%
SPGI vs VSH
+128.2%
+206.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +13.4% | -12.7% | -1.8% |
| 7D | -0.9% | +3.5% | -4.3% | -2.0% |
| 30D | +15.5% | -22.4% | +37.9% | +19.9% |
| 3M | +15.7% | -25.2% | +40.8% | +19.9% |
| 6M | +19.1% | -22.5% | +41.6% | +15.5% |
| YTD | -4.1% | +84.2% | -88.3% | -28.0% |
| 1Y | +1.2% | +87.1% | -85.9% | -24.6% |
| 3Y | +31.6% | +31.7% | -0.1% | +2.3% |
| 5Y | +12.4% | +42.6% | -30.1% | -17.0% |
| 10Y | +334.3% | +116.6% | +217.7% | +167.5% |
| All | +334.3% | +128.2% | +206.0% | +167.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling