+76.8%
VSH vs CYCU
-99.9%
+176.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +4.5% |
| 7D | +4.1% | -8.1% | +12.1% | +4.2% |
| 30D | -4.2% | -43.0% | +38.8% | -3.0% |
| 3M | -50.0% | -50.8% | +0.9% | -52.8% |
| 6M | +80.2% | -74.1% | +154.3% | +71.6% |
| YTD | +121.1% | -84.0% | +205.1% | +113.4% |
| 1Y | +112.0% | -92.2% | +204.2% | +99.8% |
| All | +76.8% | -99.9% | +176.7% | +92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling