+79.3%
VEA vs CNH
+7.5%
+71.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.6% | +5.1% | +0.7% |
| 7D | +1.9% | +8.8% | -6.9% | 0.0% |
| 30D | +0.8% | +24.7% | -23.9% | -4.1% |
| 3M | +5.7% | +27.3% | -21.6% | -0.2% |
| 6M | +13.3% | +23.2% | -9.9% | +7.3% |
| YTD | +18.4% | +48.9% | -30.5% | +7.4% |
| 1Y | +27.0% | +19.4% | +7.5% | +20.5% |
| 3Y | +79.3% | +7.8% | +71.5% | +71.7% |
| All | +79.3% | +7.5% | +71.8% | +71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling