-21.9%
CLX vs VSH
+118.1%
-140.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.7% | -1.2% |
| 7D | -9.2% | +4.1% | -13.3% | -9.2% |
| 30D | -11.0% | -4.2% | -6.9% | -11.1% |
| 3M | +5.0% | -50.0% | +55.0% | +5.6% |
| 6M | -18.8% | +80.2% | -99.0% | -25.8% |
| YTD | -4.4% | +121.1% | -125.5% | -13.5% |
| 1Y | -21.9% | +112.0% | -133.8% | -30.9% |
| All | -21.9% | +118.1% | -140.0% | -30.9% |
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