+110.6%
SPOT vs VSH
+64.0%
+46.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | 0.0% |
| 7D | -6.9% | +2.8% | -9.6% | -7.3% |
| 30D | +4.1% | -6.0% | +10.1% | +4.9% |
| 3M | +3.7% | -42.6% | +46.4% | +12.3% |
| 6M | -1.6% | +82.1% | -83.7% | -20.9% |
| YTD | -10.2% | +117.5% | -127.7% | -31.9% |
| 1Y | -25.9% | +109.0% | -134.9% | -43.8% |
| 3Y | +235.6% | +34.9% | +200.7% | +189.3% |
| 5Y | +110.6% | +65.1% | +45.5% | +44.9% |
| All | +110.6% | +64.0% | +46.6% | +44.9% |
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