+109.7%
VSH vs SPXU
-34.8%
+144.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.8% | +0.8% |
| 7D | +3.1% | +6.4% | -3.3% | +9.5% |
| 30D | -5.7% | +5.9% | -11.7% | 0.0% |
| 3M | -42.5% | -11.7% | -30.8% | -46.7% |
| 6M | +82.7% | -28.7% | +111.4% | +49.5% |
| YTD | +118.2% | -26.4% | +144.6% | +85.5% |
| 1Y | +109.7% | -35.2% | +144.9% | +61.1% |
| All | +109.7% | -34.8% | +144.5% | +61.1% |
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