+58.3%
CSX vs VSH
+38.9%
+19.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | 0.0% |
| 7D | +6.0% | +14.3% | -8.4% | +3.5% |
| 30D | +7.8% | -7.9% | +15.7% | +8.3% |
| 3M | +4.1% | -19.9% | +23.9% | +6.5% |
| 6M | +17.9% | -30.5% | +48.4% | +19.3% |
| YTD | +44.9% | +85.7% | -40.8% | +12.9% |
| 1Y | +51.1% | +98.9% | -47.8% | +15.5% |
| 3Y | +78.3% | +32.1% | +46.2% | +44.8% |
| All | +58.3% | +38.9% | +19.3% | +20.3% |
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