+75.4%
VEA vs CAH
+176.8%
-101.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | -1.5% | -5.1% | +3.7% | -1.1% |
| 30D | -0.8% | +0.2% | -1.0% | -0.8% |
| 3M | +2.5% | +6.3% | -3.8% | +2.0% |
| 6M | +11.1% | +9.4% | +1.7% | +10.4% |
| YTD | +17.2% | +15.0% | +2.2% | +15.9% |
| 1Y | +24.5% | +55.4% | -30.9% | +19.1% |
| 3Y | +75.4% | +173.8% | -98.4% | +56.2% |
| All | +75.4% | +176.8% | -101.4% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 3y: compounded portfolio wealth divided by compounded CAH 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…
3y analysis · Full analysis span regression · 6 months rolling