+67.8%
CSX vs VSH
+64.7%
+3.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.4% | -3.6% | 0.0% |
| 7D | -3.4% | +4.1% | -7.4% | -4.1% |
| 30D | -3.1% | -4.2% | +1.1% | -2.6% |
| 3M | +7.2% | -50.0% | +57.1% | +20.6% |
| 6M | +16.2% | +80.2% | -64.0% | -5.4% |
| YTD | +37.5% | +121.1% | -83.5% | +5.6% |
| 1Y | +53.2% | +112.0% | -58.8% | +18.0% |
| 3Y | +68.2% | +22.5% | +45.7% | +46.9% |
| All | +67.8% | +64.7% | +3.1% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling