+20.1%
CI vs VSH
+86.1%
-66.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +2.6% |
| 7D | +2.6% | -1.6% | +4.2% | +2.6% |
| 30D | +7.3% | -21.3% | +28.6% | +6.9% |
| 3M | +9.5% | -18.9% | +28.4% | +9.1% |
| 6M | +6.4% | -21.4% | +27.9% | +2.5% |
| YTD | +12.0% | +86.8% | -74.8% | +0.5% |
| 1Y | +20.1% | +85.8% | -65.7% | +7.7% |
| All | +20.1% | +86.1% | -66.1% | +7.7% |
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