+66.2%
CAH vs VG
+12.5%
+53.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +5.4% | +1.7% | +3.7% | +5.5% |
| 30D | +3.3% | +16.0% | -12.7% | +4.2% |
| 3M | +22.8% | +9.7% | +13.1% | +23.8% |
| 6M | +11.3% | +29.6% | -18.3% | +13.8% |
| YTD | +21.1% | +112.0% | -90.9% | +25.7% |
| All | +66.2% | +12.5% | +53.7% | +69.8% |
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