+895.8%
CCI vs VSH
+600.0%
+295.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.3% | -3.1% |
| 7D | -0.4% | +4.1% | -4.5% | -1.6% |
| 30D | +2.7% | -4.2% | +6.9% | +3.4% |
| 3M | -18.2% | -50.0% | +31.8% | -4.4% |
| 6M | -14.8% | +80.2% | -95.0% | -33.7% |
| YTD | -12.6% | +121.1% | -133.7% | -36.8% |
| 1Y | -16.7% | +112.0% | -128.7% | -39.7% |
| 3Y | -10.5% | +22.5% | -33.0% | -28.5% |
| 5Y | -51.4% | +64.0% | -115.5% | -65.6% |
| 10Y | +20.0% | +170.4% | -150.3% | -35.7% |
| All | +895.8% | +600.0% | +295.8% | +172.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling