-9.2%
CCI vs VSH
+34.2%
-43.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.2% |
| 7D | +0.2% | +6.2% | -6.0% | +0.2% |
| 30D | +0.5% | -11.1% | +11.6% | +0.5% |
| 3M | -16.3% | -44.9% | +28.6% | -16.2% |
| 6M | -13.9% | +90.0% | -103.9% | -17.0% |
| YTD | -12.4% | +118.8% | -131.2% | -16.2% |
| 1Y | -15.2% | +109.0% | -124.2% | -18.8% |
| All | -9.2% | +34.2% | -43.4% | -3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling