+82.7%
CRS vs VSH
+119.5%
-36.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.1% | -7.3% | -2.6% |
| 7D | -6.8% | +4.8% | -11.5% | -7.9% |
| 30D | -16.1% | -0.7% | -15.4% | -16.1% |
| 3M | -21.2% | -43.1% | +21.9% | -11.0% |
| 6M | +8.7% | +91.8% | -83.1% | -13.9% |
| YTD | +41.0% | +131.6% | -90.7% | +5.1% |
| 1Y | +82.7% | +118.1% | -35.4% | +38.4% |
| All | +82.7% | +119.5% | -36.8% | +38.4% |
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