+31.5%
CHD vs VO
+37.2%
-5.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +0.4% | +2.9% | -2.6% | -0.3% |
| 30D | +11.6% | +1.0% | +10.6% | +11.3% |
| 3M | +10.7% | -1.7% | +12.4% | +11.1% |
| 6M | +20.2% | +6.7% | +13.5% | +18.3% |
| YTD | +34.5% | +14.0% | +20.5% | +30.1% |
| 1Y | +32.6% | +13.7% | +18.9% | +28.3% |
| 3Y | +29.1% | +65.8% | -36.7% | +12.8% |
| 5Y | +31.5% | +36.6% | -5.1% | +16.5% |
| All | +31.5% | +37.2% | -5.6% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling