+112.2%
VSH vs CG
-29.3%
+141.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.7% | +2.1% |
| 7D | +3.5% | -6.4% | +10.0% | +5.9% |
| 30D | -4.4% | -7.1% | +2.7% | -2.4% |
| 3M | -45.8% | -1.6% | -44.2% | -45.8% |
| 6M | +90.1% | -8.3% | +98.5% | +93.7% |
| YTD | +120.3% | -23.8% | +144.1% | +142.6% |
| 1Y | +112.2% | -28.7% | +141.0% | +138.3% |
| All | +112.2% | -29.3% | +141.6% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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