+4.8%
CHD vs VIG
+16.9%
-12.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.1% |
| 7D | -2.7% | -0.4% | -2.2% | -2.5% |
| 30D | -4.6% | -1.0% | -3.7% | -4.3% |
| 3M | +5.0% | +2.8% | +2.3% | +4.4% |
| 6M | -3.2% | +8.2% | -11.4% | -5.3% |
| YTD | +18.6% | +11.0% | +7.6% | +15.9% |
| 1Y | +4.8% | +16.1% | -11.3% | +1.2% |
| All | +4.8% | +16.9% | -12.0% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling