+1,311.8%
CHD vs VIG
+617.8%
+693.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.6% |
| 7D | -2.9% | -0.4% | -2.5% | -2.7% |
| 30D | -6.2% | -2.1% | -4.1% | -5.1% |
| 3M | +1.6% | +3.3% | -1.8% | -0.3% |
| 6M | -3.5% | +9.3% | -12.8% | -8.3% |
| YTD | +16.2% | +10.1% | +6.1% | +9.9% |
| 1Y | +3.4% | +14.7% | -11.3% | -4.6% |
| 3Y | +4.6% | +56.9% | -52.3% | -20.2% |
| 5Y | +21.1% | +62.9% | -41.8% | -10.2% |
| 10Y | +126.5% | +241.3% | -114.8% | +6.3% |
| All | +1,311.8% | +617.8% | +693.9% | +323.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling