+35.0%
CAH vs VG
+47.2%
-12.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -7.7% | +11.2% | +3.1% |
| 7D | +7.0% | -16.4% | +23.4% | +6.0% |
| 30D | +12.4% | -10.8% | +23.1% | +11.8% |
| 3M | +12.2% | -6.3% | +18.4% | +12.0% |
| 6M | +33.2% | -12.5% | +45.7% | +32.8% |
| YTD | +28.4% | +76.9% | -48.5% | +29.5% |
| 1Y | +35.0% | +51.8% | -16.8% | +36.5% |
| All | +35.0% | +47.2% | -12.1% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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