+3.5%
VCIT vs CHD
+30.9%
-27.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | +0.1% | +2.0% | -1.9% | 0.0% |
| 30D | +1.9% | +13.0% | -11.1% | +1.2% |
| 3M | -1.4% | +6.1% | -7.5% | -1.8% |
| 6M | -2.1% | +15.9% | -18.0% | -3.1% |
| YTD | -1.6% | +31.6% | -33.3% | -3.4% |
| 1Y | -0.9% | +28.5% | -29.4% | -2.5% |
| 3Y | +20.0% | +30.5% | -10.5% | +17.3% |
| All | +3.5% | +30.9% | -27.5% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling