+31.2%
CHD vs VT
+53.4%
-22.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +2.0% | -2.3% | +4.3% | +2.4% |
| 30D | +13.0% | -5.0% | +18.0% | +14.0% |
| 3M | +6.1% | -4.9% | +11.0% | +7.0% |
| 6M | +15.9% | -1.5% | +17.4% | +16.0% |
| YTD | +31.6% | +8.5% | +23.1% | +29.0% |
| 1Y | +28.5% | +11.4% | +17.1% | +25.2% |
| 3Y | +30.5% | +70.1% | -39.6% | +12.9% |
| All | +31.2% | +53.4% | -22.2% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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