+46.3%
VSH vs CYCU
-91.2%
+137.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -11.1% | -3.7% | -14.5% |
| 7D | -25.2% | -12.0% | -13.2% | -24.9% |
| 30D | -41.8% | -31.5% | -10.3% | -41.1% |
| 3M | -33.4% | -63.9% | +30.5% | -31.9% |
| 6M | -31.0% | -68.6% | +37.6% | -33.9% |
| YTD | +53.6% | -89.9% | +143.4% | +47.5% |
| 1Y | +46.3% | -88.7% | +135.0% | +42.2% |
| All | +46.3% | -91.2% | +137.5% | +42.2% |
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