+192.4%
CHD vs VO
+197.6%
-5.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +3.6% | +3.1% | +0.5% | +2.6% |
| 30D | +10.4% | +2.2% | +8.2% | +9.6% |
| 3M | +12.2% | -2.5% | +14.7% | +13.1% |
| 6M | +19.9% | +7.0% | +13.0% | +17.1% |
| YTD | +36.4% | +14.0% | +22.4% | +30.3% |
| 1Y | +35.1% | +15.6% | +19.5% | +28.4% |
| 3Y | +29.2% | +66.2% | -37.0% | +7.2% |
| 5Y | +33.4% | +36.6% | -3.2% | +17.7% |
| All | +192.4% | +197.6% | -5.2% | +74.4% |
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