+14.8%
SPY vs VSH
+62.1%
-47.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.1% | +6.7% | +2.1% |
| 7D | -0.7% | -13.6% | +12.9% | +0.7% |
| 30D | -1.0% | -30.4% | +29.3% | +2.3% |
| 3M | -0.3% | -33.3% | +32.9% | +3.1% |
| 6M | +7.3% | -15.1% | +22.4% | +5.4% |
| YTD | +13.3% | +80.2% | -66.9% | -2.2% |
| 1Y | +14.8% | +63.4% | -48.6% | +0.7% |
| All | +14.8% | +62.1% | -47.3% | +0.7% |
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