-16.4%
CHDN vs VT
+53.4%
-69.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.5% |
| 7D | +3.3% | -2.3% | +5.6% | +5.5% |
| 30D | +32.4% | -5.0% | +37.4% | +38.8% |
| 3M | +12.7% | -4.9% | +17.6% | +18.1% |
| 6M | +6.2% | -1.5% | +7.7% | +6.7% |
| YTD | -13.9% | +8.5% | -22.4% | -22.4% |
| 1Y | +1.8% | +11.4% | -9.6% | -11.1% |
| 3Y | -16.8% | +70.1% | -86.8% | -56.9% |
| All | -16.4% | +53.4% | -69.8% | -49.4% |
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