+50.8%
CDE vs VSH
+118.1%
-67.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.3% | -3.4% |
| 7D | +0.5% | +4.1% | -3.5% | -0.8% |
| 30D | +21.9% | -4.2% | +26.0% | +23.2% |
| 3M | +14.9% | -50.0% | +64.9% | +44.2% |
| 6M | -10.5% | +80.2% | -90.7% | -37.1% |
| YTD | +19.3% | +121.1% | -101.8% | -24.7% |
| 1Y | +50.8% | +112.0% | -61.2% | +2.1% |
| All | +50.8% | +118.1% | -67.3% | +2.1% |
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