+68.6%
CSX vs VSH
+6.8%
+61.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.7% | -9.1% | -4.0% |
| 7D | -5.5% | -12.9% | +7.4% | -4.1% |
| 30D | +4.9% | -36.9% | +41.8% | +10.5% |
| 3M | -2.9% | -28.8% | +25.9% | +0.2% |
| 6M | +8.3% | -30.3% | +38.6% | +7.9% |
| YTD | +36.7% | +62.4% | -25.6% | +13.2% |
| 1Y | +41.5% | +62.5% | -21.0% | +16.9% |
| 3Y | +68.6% | +7.4% | +61.2% | +45.6% |
| All | +68.6% | +6.8% | +61.8% | +45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling