+781.5%
CDE vs VSH
+33.8%
+747.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -6.1% | +3.1% | -9.1% | -7.2% |
| 30D | +9.5% | -5.7% | +15.2% | +11.6% |
| 3M | +32.0% | -42.5% | +74.5% | +58.4% |
| 6M | -12.8% | +82.7% | -95.5% | -36.7% |
| YTD | +14.2% | +118.2% | -104.0% | -23.7% |
| 1Y | +36.3% | +109.7% | -73.4% | -7.7% |
| All | +781.5% | +33.8% | +747.7% | +679.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling