+1,090.4%
CCI vs VSH
+491.6%
+598.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.3% |
| 7D | +3.2% | -1.6% | +4.8% | +2.7% |
| 30D | +12.2% | -21.3% | +33.5% | +17.6% |
| 3M | +23.1% | -18.9% | +42.1% | +26.8% |
| 6M | +1.3% | -21.4% | +22.7% | -0.8% |
| YTD | +4.5% | +86.8% | -82.4% | -22.7% |
| 1Y | +2.3% | +85.8% | -83.4% | -24.5% |
| 3Y | +9.8% | +30.1% | -20.3% | -16.6% |
| 5Y | -36.5% | +42.8% | -79.3% | -54.4% |
| 10Y | +64.7% | +121.2% | -56.5% | -8.7% |
| All | +1,090.4% | +491.6% | +598.8% | +232.8% |
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 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