+5.6%
CDE vs VSH
+62.1%
-56.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -5.1% | +13.8% | +10.3% |
| 7D | +1.1% | -13.6% | +14.7% | +5.7% |
| 30D | -14.5% | -30.4% | +15.9% | -4.9% |
| 3M | -10.1% | -33.3% | +23.2% | -0.2% |
| 6M | -16.9% | -15.1% | -1.8% | -15.3% |
| YTD | -18.1% | +80.2% | -98.4% | -35.6% |
| 1Y | +5.6% | +63.4% | -57.7% | -15.3% |
| All | +5.6% | +62.1% | -56.4% | -15.3% |
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