+5.6%
CNC vs VSH
+74.2%
-68.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.6% | +1.3% |
| 7D | -0.9% | +4.8% | -5.7% | -1.1% |
| 30D | -1.0% | -0.7% | -0.3% | -1.0% |
| 3M | +4.5% | -43.1% | +47.6% | +6.3% |
| 6M | +85.2% | +91.8% | -6.6% | +77.9% |
| YTD | +61.4% | +131.6% | -70.2% | +53.8% |
| 1Y | +94.9% | +118.1% | -23.2% | +85.6% |
| 3Y | 0.0% | +40.9% | -40.9% | -0.8% |
| All | +5.6% | +74.2% | -68.6% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling