+63.5%
CHRW vs VSH
+6.8%
+56.7%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.7% | -8.0% | -3.0% |
| 7D | +0.6% | -12.9% | +13.5% | +2.1% |
| 30D | -7.3% | -36.9% | +29.6% | -2.5% |
| 3M | -14.2% | -28.8% | +14.6% | -11.3% |
| 6M | -25.1% | -30.3% | +5.2% | -24.4% |
| YTD | -21.2% | +62.4% | -83.5% | -32.4% |
| 1Y | -14.2% | +62.5% | -76.7% | -26.5% |
| 3Y | +63.5% | +7.4% | +56.1% | +42.6% |
| All | +63.5% | +6.8% | +56.7% | +42.6% |
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 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