+175.5%
CAH vs VEU
+72.0%
+103.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.5% |
| 7D | -5.1% | -1.9% | -3.1% | -4.8% |
| 30D | -1.8% | -0.7% | -1.0% | -1.6% |
| 3M | +9.4% | +4.9% | +4.5% | +8.3% |
| 6M | +9.2% | +9.8% | -0.6% | +6.6% |
| YTD | +15.7% | +15.3% | +0.4% | +11.5% |
| 1Y | +59.7% | +23.0% | +36.7% | +51.2% |
| All | +175.5% | +72.0% | +103.5% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling