+61,756.5%
SU vs VSH
+1,656.4%
+60,100.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.1% |
| 7D | -1.0% | +6.2% | -7.2% | -2.3% |
| 30D | +13.7% | -11.1% | +24.8% | +16.2% |
| 3M | +8.0% | -44.9% | +52.9% | +19.5% |
| 6M | +21.0% | +90.0% | -69.0% | -0.2% |
| YTD | +56.2% | +118.8% | -62.5% | +24.3% |
| 1Y | +72.2% | +109.0% | -36.8% | +37.2% |
| 3Y | +118.1% | +35.6% | +82.4% | +84.1% |
| 5Y | +350.3% | +66.7% | +283.6% | +258.4% |
| 10Y | +248.5% | +167.9% | +80.5% | +149.6% |
| All | +61,756.5% | +1,656.4% | +60,100.1% | +21,261.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling