+1,729.1%
CHDN vs VT
+363.9%
+1,365.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -1.5% |
| 7D | +19.6% | -0.3% | +19.9% | +19.8% |
| 30D | +26.3% | -1.4% | +27.8% | +28.2% |
| 3M | +14.8% | -1.4% | +16.2% | +16.4% |
| 6M | +6.9% | +5.5% | +1.4% | -0.3% |
| YTD | -13.9% | +12.8% | -26.7% | -25.9% |
| 1Y | -0.6% | +15.4% | -16.1% | -16.8% |
| 3Y | -16.6% | +76.9% | -93.4% | -57.6% |
| 5Y | -13.2% | +60.4% | -73.6% | -49.9% |
| 10Y | +356.0% | +232.8% | +123.2% | +31.2% |
| All | +1,729.1% | +363.9% | +1,365.2% | +305.6% |
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