+4,577.2%
CNC vs VSH
+146.2%
+4,431.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.9% | -2.4% |
| 7D | +3.5% | +4.1% | -0.5% | +2.6% |
| 30D | +0.1% | -4.2% | +4.2% | +0.7% |
| 3M | +6.9% | -50.0% | +56.9% | +21.8% |
| 6M | +49.0% | +80.2% | -31.2% | +23.0% |
| YTD | +62.9% | +121.1% | -58.2% | +27.3% |
| 1Y | +134.0% | +112.0% | +22.0% | +83.3% |
| 3Y | +9.4% | +22.5% | -13.1% | -7.6% |
| 5Y | +4.1% | +64.0% | -59.9% | -21.1% |
| 10Y | +95.4% | +170.4% | -75.0% | +21.9% |
| All | +4,577.2% | +146.2% | +4,431.1% | +2,079.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling