+110.8%
VSH vs CPB
-31.2%
+142.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -0.4% |
| 7D | +6.2% | -8.2% | +14.4% | +3.2% |
| 30D | -11.1% | -5.6% | -5.5% | -12.6% |
| 3M | -44.9% | +3.0% | -47.9% | -44.0% |
| 6M | +90.0% | -12.7% | +102.7% | +87.2% |
| YTD | +118.8% | -18.0% | +136.8% | +113.9% |
| All | +110.8% | -31.2% | +142.0% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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