-3.6%
CNC vs VSH
+35.1%
-38.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.8% |
| 7D | -4.9% | +3.5% | -8.4% | -4.9% |
| 30D | -3.8% | -4.4% | +0.6% | -3.7% |
| 3M | -3.2% | -45.8% | +42.6% | -2.9% |
| 6M | +47.9% | +90.1% | -42.3% | +46.3% |
| YTD | +55.7% | +120.3% | -64.7% | +54.2% |
| 1Y | +106.2% | +112.2% | -6.0% | +103.7% |
| All | -3.6% | +35.1% | -38.7% | -0.4% |
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