+31.2%
CHD vs VT
+57.5%
-26.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | +13.9% | -3.1% | +17.0% | +14.5% |
| 3M | +8.5% | -3.5% | +12.0% | +9.2% |
| 6M | +20.4% | +0.5% | +19.9% | +20.0% |
| YTD | +34.5% | +10.8% | +23.8% | +31.4% |
| 1Y | +33.8% | +11.9% | +21.9% | +30.3% |
| 3Y | +29.1% | +73.0% | -43.8% | +11.4% |
| 5Y | +31.2% | +58.6% | -27.4% | +11.2% |
| All | +31.2% | +57.5% | -26.3% | +11.2% |
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