+506.1%
CAH vs VT
+53.4%
+452.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.4% |
| 7D | +8.5% | -2.3% | +10.8% | +9.3% |
| 30D | +17.0% | -5.0% | +22.0% | +19.0% |
| 3M | +14.6% | -4.9% | +19.5% | +16.5% |
| 6M | +42.5% | -1.5% | +44.1% | +42.7% |
| YTD | +33.5% | +8.5% | +25.0% | +28.1% |
| 1Y | +38.5% | +11.4% | +27.2% | +31.5% |
| 3Y | +179.0% | +70.1% | +108.9% | +115.2% |
| All | +506.1% | +53.4% | +452.7% | +397.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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