+63.4%
VSH vs SPG
+34.3%
+29.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.9% | -8.0% | -3.8% |
| 7D | -13.6% | +8.2% | -21.8% | -10.7% |
| 30D | -30.4% | +13.5% | -43.8% | -26.8% |
| 3M | -33.3% | +2.2% | -35.5% | -31.7% |
| 6M | -15.1% | +15.9% | -30.9% | -16.0% |
| YTD | +80.2% | +27.6% | +52.6% | +66.1% |
| 1Y | +63.4% | +30.9% | +32.4% | +46.9% |
| All | +63.4% | +34.3% | +29.1% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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