+1,094.9%
CCI vs VSH
+513.7%
+581.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +2.0% |
| 7D | -1.4% | +26.2% | -27.6% | -8.1% |
| 30D | +12.7% | -12.5% | +25.2% | +14.7% |
| 3M | +23.0% | -16.9% | +39.9% | +25.6% |
| 6M | +0.6% | -17.0% | +17.6% | -3.1% |
| YTD | +4.9% | +93.8% | -88.9% | -23.4% |
| 1Y | +0.7% | +99.3% | -98.7% | -27.3% |
| 3Y | +10.2% | +35.0% | -24.8% | -17.3% |
| 5Y | -36.4% | +45.8% | -82.2% | -54.7% |
| 10Y | +66.6% | +127.1% | -60.5% | -8.4% |
| All | +1,094.9% | +513.7% | +581.3% | +230.2% |
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