+17.3%
CHRW vs VSH
+118.1%
-100.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.4% | -3.8% | +0.3% |
| 7D | -1.8% | +4.1% | -5.9% | -2.1% |
| 30D | -3.9% | -4.2% | +0.3% | -3.7% |
| 3M | -19.7% | -50.0% | +30.2% | -13.5% |
| 6M | -21.7% | +80.2% | -101.9% | -32.4% |
| YTD | -7.5% | +121.1% | -128.6% | -21.5% |
| 1Y | +17.3% | +112.0% | -94.7% | -2.6% |
| All | +17.3% | +118.1% | -100.8% | -2.6% |
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