+34.0%
VSH vs SPXU
-79.8%
+113.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +1.7% |
| 7D | +3.5% | +1.3% | +2.3% | +4.4% |
| 30D | -4.4% | +5.1% | -9.5% | -0.8% |
| 3M | -45.8% | -9.1% | -36.7% | -47.5% |
| 6M | +90.1% | -29.6% | +119.7% | +62.0% |
| YTD | +120.3% | -27.7% | +148.0% | +93.2% |
| 1Y | +112.2% | -37.0% | +149.2% | +75.3% |
| All | +34.0% | -79.8% | +113.8% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling