+952.7%
CHD vs VEU
+190.9%
+761.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -2.9% | +1.7% | -4.6% | -3.4% |
| 30D | -6.2% | +1.0% | -7.2% | -6.5% |
| 3M | +1.6% | +5.6% | -4.1% | -0.5% |
| 6M | -3.5% | +13.7% | -17.2% | -7.8% |
| YTD | +16.2% | +17.7% | -1.5% | +9.6% |
| 1Y | +3.4% | +25.8% | -22.4% | -4.6% |
| 3Y | +4.6% | +77.1% | -72.5% | -14.6% |
| 5Y | +21.1% | +57.1% | -36.0% | +2.1% |
| 10Y | +126.5% | +149.8% | -23.3% | +58.6% |
| All | +952.7% | +190.9% | +761.7% | +552.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling