+63.4%
VSH vs CYCU
-89.2%
+152.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.2% | -3.9% | -5.0% |
| 7D | -13.6% | +1.2% | -14.8% | -13.7% |
| 30D | -30.4% | -31.5% | +1.2% | -29.6% |
| 3M | -33.3% | -62.0% | +28.8% | -31.8% |
| 6M | -15.1% | -67.4% | +52.4% | -18.6% |
| YTD | +80.2% | -88.6% | +168.8% | +73.7% |
| 1Y | +63.4% | -88.5% | +151.9% | +58.2% |
| All | +63.4% | -89.2% | +152.5% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 CYCU 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