+124.9%
CHD vs VO
+197.9%
-73.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | -4.7% | -2.5% | -2.2% | -3.9% |
| 30D | -8.3% | -3.2% | -5.1% | -7.3% |
| 3M | -4.0% | +3.9% | -8.0% | -5.3% |
| 6M | -6.5% | +9.6% | -16.2% | -9.5% |
| YTD | +13.1% | +11.6% | +1.5% | +8.8% |
| 1Y | +2.3% | +12.6% | -10.3% | -1.9% |
| 3Y | +1.8% | +55.4% | -53.6% | -13.7% |
| 5Y | +20.6% | +41.8% | -21.3% | +4.4% |
| All | +124.9% | +197.9% | -73.0% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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