+125.4%
CHD vs VEU
+155.0%
-29.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | -4.5% | -1.4% | -3.0% | -4.1% |
| 30D | -6.7% | -0.4% | -6.3% | -6.6% |
| 3M | -2.7% | +2.5% | -5.3% | -3.5% |
| 6M | -4.9% | +11.1% | -16.1% | -7.9% |
| YTD | +13.3% | +16.5% | -3.2% | +8.3% |
| 1Y | +1.0% | +22.9% | -21.9% | -5.0% |
| 3Y | +1.3% | +73.4% | -72.1% | -14.5% |
| 5Y | +20.8% | +56.1% | -35.3% | +4.7% |
| All | +125.4% | +155.0% | -29.6% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling