+36.0%
CAH vs VG
+35.0%
+1.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.0% |
| 7D | +9.4% | -7.7% | +17.1% | +8.9% |
| 30D | +16.5% | -8.8% | +25.3% | +16.0% |
| 3M | +17.0% | -15.6% | +32.6% | +16.1% |
| 6M | +51.4% | +5.2% | +46.2% | +52.4% |
| YTD | +36.0% | +76.9% | -40.9% | +38.1% |
| 1Y | +36.0% | +42.5% | -6.5% | +37.3% |
| All | +36.0% | +35.0% | +1.0% | +37.3% |
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