+108.4%
VSH vs SPY
+13.0%
+95.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.5% | +4.6% |
| 7D | +12.8% | -0.9% | +13.7% | +17.6% |
| 30D | -9.0% | -2.4% | -6.7% | +0.1% |
| 3M | -12.2% | -1.2% | -11.0% | -6.6% |
| 6M | -15.9% | +3.3% | -19.2% | -18.6% |
| YTD | +103.2% | +12.3% | +90.9% | +61.9% |
| 1Y | +108.4% | +12.4% | +96.0% | +66.4% |
| All | +108.4% | +13.0% | +95.5% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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