-25.9%
SPOT vs VSH
+109.0%
-134.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.3% |
| 7D | -6.9% | +3.1% | -9.9% | -6.7% |
| 30D | +4.1% | -5.7% | +9.8% | +3.9% |
| 3M | +3.7% | -42.5% | +46.2% | +3.8% |
| 6M | -1.6% | +82.7% | -84.3% | -3.8% |
| YTD | -10.2% | +118.2% | -128.4% | -11.7% |
| 1Y | -25.9% | +109.7% | -135.6% | -27.2% |
| All | -25.9% | +109.0% | -134.9% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling