+287.5%
CAH vs VIG
+250.0%
+37.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.2% |
| 7D | -5.1% | -1.1% | -4.0% | -4.2% |
| 30D | +0.2% | -2.7% | +2.9% | +2.6% |
| 3M | +6.3% | +2.5% | +3.7% | +4.0% |
| 6M | +9.4% | +9.2% | +0.2% | +1.1% |
| YTD | +15.0% | +9.8% | +5.1% | +5.6% |
| 1Y | +55.4% | +12.4% | +43.1% | +39.7% |
| 3Y | +173.8% | +55.9% | +117.9% | +80.5% |
| 5Y | +395.2% | +63.9% | +331.2% | +207.0% |
| All | +287.5% | +250.0% | +37.4% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling