+167.9%
VSH vs CNH
+152.9%
+15.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.6% | +4.5% | +2.2% |
| 7D | +6.2% | +8.8% | -2.6% | +0.9% |
| 30D | -11.1% | +24.7% | -35.8% | -22.8% |
| 3M | -44.9% | +27.3% | -72.3% | -52.7% |
| 6M | +90.0% | +23.2% | +66.8% | +65.1% |
| YTD | +118.8% | +48.9% | +69.9% | +69.3% |
| 1Y | +109.0% | +19.4% | +89.6% | +83.5% |
| 3Y | +35.6% | +7.8% | +27.9% | +24.5% |
| 5Y | +66.7% | +8.7% | +58.0% | +44.3% |
| 10Y | +167.9% | +149.5% | +18.4% | +42.6% |
| All | +167.9% | +152.9% | +15.0% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 10y: compounded portfolio wealth divided by compounded CNH 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…
10y analysis · Full analysis span regression · 6 months rolling