+422.7%
VSH vs CNI
+6,544.5%
-6,121.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | +6.2% | +2.5% | +3.7% | +4.4% |
| 30D | -11.1% | -2.5% | -8.6% | -9.6% |
| 3M | -44.9% | +2.7% | -47.6% | -46.4% |
| 6M | +90.0% | +16.9% | +73.0% | +68.5% |
| YTD | +118.8% | +26.3% | +92.5% | +83.3% |
| 1Y | +109.0% | +31.1% | +77.9% | +70.6% |
| 3Y | +35.6% | +21.1% | +14.6% | +17.2% |
| 5Y | +66.7% | +11.0% | +55.7% | +50.8% |
| 10Y | +167.9% | +128.1% | +39.8% | +49.9% |
| All | +422.7% | +6,544.5% | -6,121.8% | -48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling