+25.4%
CHD vs VLTO
+56.1%
-30.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | +0.8% | +2.0% | -1.3% | +0.4% |
| 30D | +13.5% | +21.8% | -8.3% | +9.3% |
| 3M | +8.1% | +20.2% | -12.1% | +4.4% |
| 6M | +19.9% | +36.3% | -16.5% | +13.5% |
| YTD | +34.0% | +18.8% | +15.2% | +29.4% |
| 1Y | +29.8% | +20.4% | +9.4% | +25.0% |
| 3Y | +28.7% | +71.9% | -43.2% | +20.7% |
| All | +25.4% | +56.1% | -30.8% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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