+31.4%
VCIT vs CHD
+191.9%
-160.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -1.4% | +0.4% | -1.7% | -1.4% |
| 30D | +0.8% | +11.6% | -10.8% | +0.5% |
| 3M | -1.7% | +10.7% | -12.4% | -2.0% |
| 6M | -2.1% | +20.2% | -22.3% | -2.6% |
| YTD | -2.0% | +34.5% | -36.5% | -2.9% |
| 1Y | -1.5% | +32.6% | -34.0% | -2.3% |
| 3Y | +19.0% | +29.1% | -10.1% | +18.0% |
| 5Y | +3.8% | +31.5% | -27.8% | +2.7% |
| All | +31.4% | +191.9% | -160.5% | +29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling