+152.5%
CNH vs VEU
+152.3%
+0.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -1.1% |
| 7D | -2.5% | -1.9% | -0.5% | +0.2% |
| 30D | +27.0% | -0.7% | +27.7% | +28.4% |
| 3M | +32.6% | +4.9% | +27.8% | +24.0% |
| 6M | +23.6% | +9.8% | +13.7% | +8.1% |
| YTD | +47.8% | +15.3% | +32.5% | +20.5% |
| 1Y | +21.3% | +23.0% | -1.8% | -9.9% |
| 3Y | +7.0% | +73.5% | -66.5% | -51.2% |
| 5Y | +10.2% | +54.5% | -44.3% | -39.6% |
| All | +152.5% | +152.3% | +0.1% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling