+8.9%
CSHP vs VT
+46.2%
-37.3%
-0.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.1% |
| 30D | +0.4% | +1.0% | -0.6% | +0.4% |
| 3M | +0.9% | +2.4% | -1.5% | +0.9% |
| 6M | +1.9% | +12.0% | -10.1% | +1.8% |
| YTD | +2.6% | +15.3% | -12.8% | +2.5% |
| 1Y | +3.9% | +22.6% | -18.7% | +3.7% |
| All | +8.9% | +46.2% | -37.3% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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