+22,282.0%
SYK vs VSH
+1,651.9%
+20,630.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.8% |
| 7D | -12.3% | +3.1% | -15.4% | -12.8% |
| 30D | -22.4% | -5.7% | -16.7% | -21.8% |
| 3M | -12.3% | -42.5% | +30.1% | -6.0% |
| 6M | -24.3% | +82.7% | -107.0% | -34.8% |
| YTD | -22.8% | +118.2% | -141.0% | -35.8% |
| 1Y | -28.8% | +109.7% | -138.4% | -40.7% |
| 3Y | -4.0% | +35.3% | -39.3% | -16.3% |
| 5Y | +3.8% | +65.6% | -61.7% | -13.3% |
| 10Y | +172.8% | +176.8% | -4.0% | +104.8% |
| All | +22,282.0% | +1,651.9% | +20,630.1% | +8,190.1% |
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