+2.2%
SW vs VSH
+118.1%
-115.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.4% | -3.2% | +0.5% |
| 7D | -5.1% | +4.1% | -9.2% | -5.8% |
| 30D | -4.6% | -4.2% | -0.4% | -4.1% |
| 3M | +9.4% | -50.0% | +59.4% | +25.7% |
| 6M | +3.5% | +80.2% | -76.7% | -20.7% |
| YTD | +22.0% | +121.1% | -99.1% | -15.0% |
| 1Y | +2.2% | +112.0% | -109.8% | -28.9% |
| All | +2.2% | +118.1% | -115.9% | -28.9% |
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