+1,063.1%
CAH vs VT
+346.0%
+717.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | +8.5% | -2.3% | +10.8% | +10.0% |
| 30D | +17.0% | -5.0% | +22.0% | +20.8% |
| 3M | +14.3% | -4.9% | +19.2% | +17.8% |
| 6M | +42.2% | -1.5% | +43.7% | +42.6% |
| YTD | +33.2% | +8.5% | +24.7% | +24.5% |
| 1Y | +38.2% | +11.4% | +26.8% | +26.8% |
| 3Y | +178.4% | +70.1% | +108.3% | +86.9% |
| 5Y | +505.8% | +53.7% | +452.1% | +330.9% |
| 10Y | +447.7% | +220.0% | +227.7% | +134.1% |
| All | +1,063.1% | +346.0% | +717.1% | +241.0% |
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