+63.4%
VSH vs SPXS
-30.2%
+93.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.9% | -0.2% | -9.9% |
| 7D | -13.6% | +2.2% | -15.8% | -11.3% |
| 30D | -30.4% | +3.8% | -34.1% | -26.4% |
| 3M | -33.3% | +3.3% | -36.6% | -29.0% |
| 6M | -15.1% | -16.7% | +1.6% | -20.6% |
| YTD | +80.2% | -28.5% | +108.8% | +53.3% |
| 1Y | +63.4% | -30.4% | +93.8% | +37.9% |
| All | +63.4% | -30.2% | +93.5% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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