+83.1%
VSH vs CDW
+16.9%
+66.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +4.8% | +8.6% | +12.6% |
| 7D | +3.5% | +9.3% | -5.8% | +2.5% |
| 30D | -22.4% | +15.8% | -38.2% | -23.7% |
| 3M | -25.2% | +21.8% | -47.0% | -27.0% |
| 6M | -22.5% | +58.8% | -81.3% | -25.8% |
| YTD | +84.2% | +22.8% | +61.4% | +81.4% |
| All | +83.1% | +16.9% | +66.2% | +89.8% |
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