+98.3%
CRS vs VSH
+118.1%
-19.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.8% | +0.6% |
| 7D | -0.2% | +4.1% | -4.3% | -1.3% |
| 30D | -16.6% | -4.2% | -12.5% | -15.9% |
| 3M | -3.5% | -50.0% | +46.5% | +12.3% |
| 6M | +15.4% | +80.2% | -64.7% | -7.1% |
| YTD | +51.2% | +121.1% | -69.9% | +14.1% |
| 1Y | +98.3% | +112.0% | -13.7% | +50.0% |
| All | +98.3% | +118.1% | -19.8% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling