+6,046.1%
CRH vs VSH
+1,759.4%
+4,286.7%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.1% | -5.1% | -0.3% |
| 7D | -6.1% | +4.8% | -10.8% | -7.0% |
| 30D | -9.3% | -0.7% | -8.6% | -9.3% |
| 3M | -15.2% | -43.1% | +27.9% | -6.4% |
| 6M | -14.2% | +91.8% | -106.0% | -28.7% |
| YTD | -28.3% | +131.6% | -159.9% | -43.1% |
| 1Y | -21.8% | +118.1% | -139.9% | -37.5% |
| 3Y | +71.6% | +40.9% | +30.7% | +46.8% |
| 5Y | +96.6% | +75.8% | +20.9% | +59.9% |
| 10Y | +253.8% | +193.8% | +60.0% | +157.2% |
| All | +6,046.1% | +1,759.4% | +4,286.7% | +3,533.9% |
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 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