+3,313.2%
V vs CHD
+987.2%
+2,326.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +0.6% | +2.4% | -1.8% | -0.4% |
| 30D | +9.7% | +13.9% | -4.2% | +3.9% |
| 3M | +17.3% | +8.5% | +8.8% | +13.3% |
| 6M | +33.2% | +20.4% | +12.8% | +23.0% |
| YTD | +21.3% | +34.5% | -13.2% | +6.1% |
| 1Y | +27.3% | +33.8% | -6.4% | +11.6% |
| 3Y | +76.1% | +29.1% | +46.9% | +53.8% |
| 5Y | +103.5% | +31.2% | +72.2% | +72.3% |
| 10Y | +454.5% | +193.1% | +261.3% | +187.0% |
| All | +3,313.2% | +987.2% | +2,326.0% | +593.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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