-16.2%
CCI vs VSH
+111.0%
-127.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.0% |
| 7D | -0.3% | +3.5% | -3.8% | -0.1% |
| 30D | +2.1% | -4.4% | +6.5% | +2.0% |
| 3M | -17.8% | -45.8% | +28.0% | -19.6% |
| 6M | -14.2% | +90.1% | -104.3% | -15.8% |
| YTD | -13.3% | +120.3% | -133.7% | -16.2% |
| All | -16.2% | +111.0% | -127.2% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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