+120.1%
SPOT vs VSH
+38.9%
+81.1%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.2% | +6.6% | +2.8% |
| 7D | +1.6% | +14.3% | -12.8% | -0.1% |
| 30D | +16.9% | -7.9% | +24.8% | +17.0% |
| 3M | +23.0% | -19.9% | +42.8% | +24.4% |
| 6M | +42.2% | -30.5% | +72.7% | +41.2% |
| YTD | +5.5% | +85.7% | -80.2% | -19.6% |
| 1Y | -5.1% | +98.9% | -104.0% | -29.3% |
| 3Y | +257.9% | +32.1% | +225.8% | +183.5% |
| All | +120.1% | +38.9% | +81.1% | +51.3% |
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 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