+63.4%
VSH vs SPXU
-30.4%
+93.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | 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% | -29.1% |
| 6M | -15.1% | -16.7% | +1.6% | -20.7% |
| YTD | +80.2% | -28.6% | +108.9% | +53.0% |
| 1Y | +63.4% | -30.6% | +93.9% | +37.5% |
| All | +63.4% | -30.4% | +93.7% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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