+5.4%
SRE vs VSH
+109.0%
-103.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -1.2% |
| 7D | -0.7% | +3.1% | -3.8% | -0.7% |
| 30D | -1.7% | -5.7% | +4.0% | -1.6% |
| 3M | -7.1% | -42.5% | +35.4% | -6.1% |
| 6M | -8.4% | +82.7% | -91.0% | -13.5% |
| YTD | -3.5% | +118.2% | -121.7% | -10.7% |
| 1Y | +5.4% | +109.7% | -104.3% | -1.4% |
| All | +5.4% | +109.0% | -103.6% | -1.4% |
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