+65.1%
VSH vs SPXU
-85.5%
+150.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -0.3% |
| 7D | +2.8% | +6.4% | -3.6% | +6.2% |
| 30D | -6.0% | +5.9% | -12.0% | -2.9% |
| 3M | -42.6% | -11.7% | -31.0% | -44.8% |
| 6M | +82.1% | -28.7% | +110.8% | +62.7% |
| YTD | +117.5% | -26.4% | +143.9% | +99.4% |
| 1Y | +109.0% | -35.2% | +144.2% | +84.1% |
| 3Y | +34.9% | -79.8% | +114.7% | -14.1% |
| 5Y | +65.1% | -86.1% | +151.1% | +10.3% |
| All | +65.1% | -85.5% | +150.6% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling