+498.6%
CAH vs VT
+58.5%
+440.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.5% |
| 7D | +3.9% | +2.9% | +1.0% | +2.8% |
| 30D | +16.0% | -2.5% | +18.5% | +17.0% |
| 3M | +19.1% | -3.3% | +22.4% | +20.3% |
| 6M | +53.0% | +1.5% | +51.5% | +51.5% |
| YTD | +36.6% | +11.4% | +25.3% | +29.9% |
| 1Y | +37.4% | +11.9% | +25.5% | +30.4% |
| 3Y | +178.8% | +73.9% | +105.0% | +113.4% |
| 5Y | +498.6% | +57.9% | +440.7% | +385.2% |
| All | +498.6% | +58.5% | +440.0% | +385.2% |
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