+177.7%
CHRW vs VEU
+152.3%
+25.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +2.0% |
| 7D | +4.4% | -1.9% | +6.3% | +5.5% |
| 30D | +5.5% | -0.7% | +6.2% | +5.9% |
| 3M | -17.3% | +4.9% | -22.1% | -19.8% |
| 6M | -12.7% | +9.8% | -22.5% | -17.7% |
| YTD | -4.1% | +15.3% | -19.4% | -12.2% |
| 1Y | +21.2% | +23.0% | -1.8% | +6.9% |
| 3Y | +88.9% | +73.5% | +15.4% | +35.6% |
| 5Y | +93.1% | +54.5% | +38.6% | +46.5% |
| All | +177.7% | +152.3% | +25.3% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling