+1,085.4%
VSH vs SPXS
-100.0%
+1,185.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.3% | -5.5% | -3.5% |
| 7D | +14.3% | -7.5% | +21.9% | +10.7% |
| 30D | -7.9% | +5.3% | -13.2% | -2.7% |
| 3M | -19.9% | +9.7% | -29.6% | -12.9% |
| 6M | -30.5% | -4.6% | -26.0% | -27.2% |
| YTD | +85.7% | -25.8% | +111.4% | +77.1% |
| 1Y | +98.9% | -28.8% | +127.7% | +87.3% |
| 3Y | +32.1% | -80.2% | +112.3% | -18.7% |
| 5Y | +39.7% | -83.2% | +122.9% | -1.3% |
| 10Y | +117.6% | -99.5% | +217.1% | -53.5% |
| All | +1,085.4% | -100.0% | +1,185.4% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling