+86.2%
SU vs VSH
+62.1%
+24.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.1% | +0.6% | -4.6% |
| 7D | -7.1% | -13.6% | +6.5% | -7.4% |
| 30D | +4.8% | -30.4% | +35.1% | +4.2% |
| 3M | +12.5% | -33.3% | +45.8% | +12.1% |
| 6M | +6.5% | -15.1% | +21.5% | +7.5% |
| YTD | +65.8% | +80.2% | -14.4% | +66.0% |
| 1Y | +86.2% | +63.4% | +22.8% | +84.9% |
| All | +86.2% | +62.1% | +24.1% | +84.9% |
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