+7,803.6%
CI vs VSH
+1,203.4%
+6,600.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.7% | -8.3% | -3.6% |
| 7D | -1.6% | -12.9% | +11.4% | +0.4% |
| 30D | +5.4% | -36.9% | +42.3% | +12.7% |
| 3M | +7.3% | -28.8% | +36.0% | +11.7% |
| 6M | +5.3% | -30.3% | +35.6% | +6.7% |
| YTD | +8.5% | +62.4% | -53.9% | -6.4% |
| 1Y | +17.1% | +62.5% | -45.4% | +0.8% |
| 3Y | +1.4% | +7.4% | -6.0% | -9.7% |
| 5Y | +50.5% | +25.4% | +25.0% | +28.0% |
| 10Y | +168.5% | +102.6% | +65.9% | +103.7% |
| All | +7,803.6% | +1,203.4% | +6,600.2% | +3,248.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling