+454.5%
V vs CNH
+107.8%
+346.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +1.4% |
| 7D | +0.6% | +4.5% | -3.9% | -0.9% |
| 30D | +9.7% | +7.6% | +2.1% | +7.1% |
| 3M | +17.3% | +17.0% | +0.3% | +10.6% |
| 6M | +33.2% | +12.9% | +20.3% | +25.7% |
| YTD | +21.3% | +34.3% | -12.9% | +7.1% |
| 1Y | +27.3% | +28.5% | -1.2% | +13.8% |
| 3Y | +76.1% | +31.9% | +44.2% | +49.3% |
| 5Y | +103.5% | -9.6% | +113.1% | +90.4% |
| 10Y | +454.5% | +106.3% | +348.2% | +271.6% |
| All | +454.5% | +107.8% | +346.6% | +271.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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