+21.9%
CCL vs VSH
+62.1%
-40.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -5.1% | +12.3% | +8.1% |
| 7D | +11.6% | -13.6% | +25.3% | +14.3% |
| 30D | +22.5% | -30.4% | +52.9% | +30.2% |
| 3M | +6.4% | -33.3% | +39.7% | +13.1% |
| 6M | +23.4% | -15.1% | +38.5% | +17.4% |
| YTD | +4.2% | +80.2% | -76.0% | -23.6% |
| 1Y | +21.9% | +63.4% | -41.5% | -8.5% |
| All | +21.9% | +62.1% | -40.2% | -8.5% |
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