+406.7%
CAH vs VIG
+62.2%
+344.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -2.2% | -1.2% | -1.1% | -1.5% |
| 30D | +1.2% | -2.8% | +4.0% | +3.0% |
| 3M | +13.1% | +2.5% | +10.6% | +11.4% |
| 6M | +8.5% | +8.1% | +0.4% | +3.3% |
| YTD | +17.6% | +9.6% | +8.1% | +11.0% |
| 1Y | +60.7% | +14.2% | +46.5% | +47.6% |
| 3Y | +183.2% | +56.1% | +127.1% | +110.4% |
| All | +406.7% | +62.2% | +344.5% | +258.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling