+70.1%
SU vs VSH
+118.1%
-48.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.8% | -1.3% |
| 7D | +2.9% | +4.1% | -1.2% | +3.0% |
| 30D | +7.2% | -4.2% | +11.3% | +7.1% |
| 3M | +2.8% | -50.0% | +52.8% | +3.2% |
| 6M | +18.2% | +80.2% | -62.0% | +17.0% |
| YTD | +54.0% | +121.1% | -67.1% | +52.2% |
| 1Y | +70.1% | +112.0% | -41.9% | +67.7% |
| All | +70.1% | +118.1% | -48.0% | +67.7% |
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