+32.8%
VSH vs CNI
+18.7%
+14.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.6% |
| 7D | +3.1% | -1.1% | +4.2% | +3.9% |
| 30D | -5.7% | -3.5% | -2.2% | -3.4% |
| 3M | -42.5% | +2.2% | -44.7% | -44.1% |
| 6M | +82.7% | +15.1% | +67.6% | +60.1% |
| YTD | +118.2% | +24.7% | +93.5% | +77.3% |
| 1Y | +109.7% | +33.4% | +76.3% | +60.1% |
| All | +32.8% | +18.7% | +14.1% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling