+192.7%
VSH vs CNI
+138.2%
+54.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.4% |
| 7D | +4.8% | -0.4% | +5.1% | +5.1% |
| 30D | -0.7% | -2.7% | +2.0% | +1.3% |
| 3M | -43.1% | +3.9% | -47.0% | -45.3% |
| 6M | +91.8% | +16.4% | +75.4% | +67.5% |
| YTD | +131.6% | +25.8% | +105.8% | +88.9% |
| 1Y | +118.1% | +32.4% | +85.7% | +70.5% |
| 3Y | +40.9% | +19.1% | +21.8% | +19.4% |
| 5Y | +75.8% | +13.6% | +62.2% | +51.1% |
| All | +192.7% | +138.2% | +54.5% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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