+109.0%
VSH vs CDW
-13.2%
+122.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.2% | +4.1% | -0.2% |
| 7D | +6.2% | -3.9% | +10.1% | +6.9% |
| 30D | -11.1% | +6.9% | -18.0% | -12.3% |
| 3M | -44.9% | +7.7% | -52.6% | -45.2% |
| 6M | +90.0% | +18.3% | +71.6% | +79.6% |
| YTD | +118.8% | +7.8% | +111.0% | +113.6% |
| 1Y | +109.0% | -12.2% | +121.1% | +115.3% |
| All | +109.0% | -13.2% | +122.2% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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