+743.1%
SW vs VSH
+314.5%
+428.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.1% | +9.1% | +4.7% |
| 7D | +12.1% | -13.6% | +25.7% | +13.8% |
| 30D | +6.6% | -30.4% | +36.9% | +10.8% |
| 3M | -6.0% | -33.3% | +27.3% | -2.3% |
| 6M | +21.5% | -15.1% | +36.5% | +21.3% |
| YTD | +20.3% | +80.2% | -59.9% | +9.1% |
| 1Y | +28.1% | +63.4% | -35.2% | +17.4% |
| 3Y | +51.6% | +16.2% | +35.4% | +41.1% |
| 5Y | -0.1% | +42.1% | -42.2% | -8.9% |
| 10Y | +189.7% | +124.9% | +64.8% | +154.1% |
| All | +743.1% | +314.5% | +428.6% | +646.5% |
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