+99.3%
VSH vs CDW
+22.8%
+76.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.5% | -4.6% |
| 7D | +26.2% | +9.1% | +17.1% | +24.3% |
| 30D | -12.5% | +13.7% | -26.2% | -13.9% |
| 3M | -16.9% | +27.0% | -43.9% | -19.6% |
| 6M | -17.0% | +75.9% | -92.8% | -21.5% |
| YTD | +93.8% | +28.9% | +64.9% | +90.8% |
| 1Y | +99.3% | +19.6% | +79.7% | +118.1% |
| All | +99.3% | +22.8% | +76.5% | +118.1% |
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