+697.2%
VSH vs SPXU
-100.0%
+797.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.2% | +5.1% |
| 7D | +4.1% | -0.1% | +4.2% | +4.0% |
| 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% | +59.8% |
| YTD | +121.1% | -29.9% | +151.0% | +97.5% |
| 1Y | +112.0% | -39.1% | +151.1% | +80.4% |
| 3Y | +22.5% | -80.0% | +102.5% | -26.8% |
| 5Y | +64.0% | -86.0% | +150.1% | +2.2% |
| 10Y | +170.4% | -99.5% | +269.9% | -47.5% |
| All | +697.2% | -100.0% | +797.2% | -71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling