+264.0%
SPOT vs VSH
+106.0%
+158.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.4% | -7.6% | -4.1% |
| 7D | -0.9% | +4.1% | -5.0% | -1.9% |
| 30D | +12.5% | -4.2% | +16.6% | +12.9% |
| 3M | +9.9% | -50.0% | +59.9% | +25.9% |
| 6M | +1.6% | +80.2% | -78.6% | -20.5% |
| YTD | -6.6% | +121.1% | -127.7% | -32.0% |
| 1Y | -22.9% | +112.0% | -134.9% | -43.9% |
| 3Y | +244.3% | +22.5% | +221.7% | +187.1% |
| 5Y | +117.8% | +64.0% | +53.8% | +58.8% |
| All | +264.0% | +106.0% | +158.0% | +145.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling