-1.2%
CNC vs VSH
+31.2%
-32.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.4% |
| 7D | +2.2% | +14.3% | -12.2% | +2.2% |
| 30D | +1.6% | -7.9% | +9.4% | +1.7% |
| 3M | +7.9% | -19.9% | +27.8% | +8.1% |
| 6M | +21.2% | -30.5% | +51.7% | +21.1% |
| YTD | +73.2% | +85.7% | -12.5% | +71.6% |
| 1Y | +97.5% | +98.9% | -1.5% | +95.4% |
| 3Y | -1.2% | +32.1% | -33.3% | +2.3% |
| All | -1.2% | +31.2% | -32.4% | +2.3% |
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