+958.0%
CAH vs VT
+374.2%
+583.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.4% | +0.4% | +4.9% | +5.1% |
| 30D | +3.3% | +1.0% | +2.3% | +2.6% |
| 3M | +22.8% | +2.4% | +20.4% | +20.4% |
| 6M | +11.3% | +12.0% | -0.7% | +2.3% |
| YTD | +21.1% | +15.3% | +5.8% | +9.0% |
| 1Y | +67.2% | +22.6% | +44.7% | +44.0% |
| 3Y | +195.6% | +74.7% | +121.0% | +95.7% |
| 5Y | +413.8% | +66.1% | +347.7% | +247.7% |
| 10Y | +309.6% | +225.0% | +84.6% | +73.8% |
| All | +958.0% | +374.2% | +583.9% | +198.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling