+569.5%
VSH vs SPXU
-100.0%
+669.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.2% | -5.4% | -3.6% |
| 7D | +14.3% | -7.6% | +21.9% | +10.6% |
| 30D | -7.9% | +5.3% | -13.2% | -2.6% |
| 3M | -19.9% | +9.6% | -29.5% | -12.8% |
| 6M | -30.5% | -4.5% | -26.0% | -27.2% |
| YTD | +85.7% | -25.9% | +111.5% | +76.7% |
| 1Y | +98.9% | -28.9% | +127.8% | +86.9% |
| 3Y | +32.1% | -80.5% | +112.6% | -19.9% |
| 5Y | +39.7% | -83.4% | +123.1% | -2.2% |
| 10Y | +117.6% | -99.5% | +217.1% | -55.3% |
| All | +569.5% | -100.0% | +669.5% | -74.5% |
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 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