+29.2%
CHD vs VLTO
+70.6%
-41.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.3% |
| 7D | +3.6% | +1.0% | +2.7% | +3.4% |
| 30D | +10.4% | +17.5% | -7.1% | +6.7% |
| 3M | +12.2% | +21.4% | -9.2% | +7.7% |
| 6M | +19.9% | +38.1% | -18.2% | +12.6% |
| YTD | +36.4% | +19.0% | +17.4% | +31.3% |
| 1Y | +35.1% | +20.7% | +14.5% | +29.6% |
| 3Y | +29.2% | +64.3% | -35.1% | +19.3% |
| All | +29.2% | +70.6% | -41.4% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling