+67.0%
VSH vs SPXS
-85.7%
+152.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +1.5% |
| 7D | +3.5% | +1.2% | +2.3% | +4.2% |
| 30D | -4.4% | +5.2% | -9.6% | -1.6% |
| 3M | -45.8% | -9.2% | -36.7% | -47.0% |
| 6M | +90.1% | -29.6% | +119.7% | +68.7% |
| YTD | +120.3% | -27.6% | +148.0% | +100.1% |
| 1Y | +112.2% | -36.7% | +149.0% | +84.7% |
| 3Y | +36.6% | -79.8% | +116.4% | -13.1% |
| 5Y | +67.0% | -85.9% | +152.9% | +12.2% |
| All | +67.0% | -85.7% | +152.7% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling