+125.4%
SU vs VSH
+33.8%
+91.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | +1.7% | +3.1% | -1.4% | +1.4% |
| 30D | +9.6% | -5.7% | +15.3% | +10.1% |
| 3M | +11.7% | -42.5% | +54.2% | +16.7% |
| 6M | +21.9% | +82.7% | -60.8% | +8.0% |
| YTD | +58.6% | +118.2% | -59.6% | +36.3% |
| 1Y | +66.5% | +109.7% | -43.1% | +43.1% |
| All | +125.4% | +33.8% | +91.5% | +88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling