+134.0%
CNC vs VSH
+118.1%
+15.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.9% | -1.6% |
| 7D | +3.5% | +4.1% | -0.5% | +3.4% |
| 30D | +0.1% | -4.2% | +4.2% | +0.2% |
| 3M | +6.9% | -50.0% | +56.9% | +9.6% |
| 6M | +49.0% | +80.2% | -31.2% | +35.5% |
| YTD | +62.9% | +121.1% | -58.2% | +43.5% |
| 1Y | +134.0% | +112.0% | +22.0% | +99.1% |
| All | +134.0% | +118.1% | +15.9% | +99.1% |
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