+1,732.5%
CHDN vs VT
+345.0%
+1,387.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +4.7% |
| 7D | +7.7% | -4.2% | +11.9% | +12.5% |
| 30D | +25.5% | -5.8% | +31.3% | +33.6% |
| 3M | +13.6% | -5.2% | +18.9% | +20.2% |
| 6M | +6.0% | +0.1% | +5.8% | +4.5% |
| YTD | -13.7% | +8.2% | -21.9% | -22.4% |
| 1Y | -0.4% | +10.1% | -10.6% | -12.4% |
| 3Y | -16.4% | +69.7% | -86.1% | -55.6% |
| 5Y | -17.5% | +53.4% | -70.9% | -50.1% |
| 10Y | +356.8% | +219.2% | +137.6% | +37.4% |
| All | +1,732.5% | +345.0% | +1,387.5% | +324.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling