-0.6%
CHDN vs VT
+15.2%
-15.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.2% |
| 7D | +19.6% | -0.3% | +19.9% | +19.7% |
| 30D | +26.3% | -1.4% | +27.8% | +27.0% |
| 3M | +14.8% | -1.4% | +16.2% | +15.4% |
| 6M | +6.9% | +5.5% | +1.4% | +4.6% |
| YTD | -13.9% | +12.8% | -26.7% | -17.9% |
| 1Y | -0.6% | +15.4% | -16.1% | -5.3% |
| All | -0.6% | +15.2% | -15.8% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling