+112.0%
VSH vs CGNX
+42.4%
+69.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.4% | +2.0% | +3.4% |
| 7D | +4.1% | +3.0% | +1.1% | +2.7% |
| 30D | -4.2% | -11.8% | +7.7% | +1.2% |
| 3M | -50.0% | -3.6% | -46.4% | -48.6% |
| 6M | +80.2% | +17.4% | +62.8% | +75.7% |
| YTD | +121.1% | +73.7% | +47.3% | +84.0% |
| 1Y | +112.0% | +41.5% | +70.5% | +92.2% |
| All | +112.0% | +42.4% | +69.6% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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