+1,311.7%
VSH vs SPXS
-100.0%
+1,411.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +5.1% |
| 7D | +4.1% | -0.1% | +4.1% | +4.1% |
| 30D | -4.2% | +0.8% | -5.0% | -3.5% |
| 3M | -50.0% | -4.7% | -45.3% | -49.6% |
| 6M | +80.2% | -29.6% | +109.8% | +60.1% |
| YTD | +121.1% | -29.8% | +150.9% | +98.0% |
| 1Y | +112.0% | -38.9% | +150.9% | +81.1% |
| 3Y | +22.5% | -79.6% | +102.1% | -25.6% |
| 5Y | +64.0% | -85.9% | +150.0% | +3.3% |
| 10Y | +170.4% | -99.5% | +269.9% | -45.4% |
| All | +1,311.7% | -100.0% | +1,411.7% | -53.9% |
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 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