+12.8%
VG vs CHRW
+16.7%
-3.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.4% |
| 7D | +1.7% | -1.8% | +3.5% | +1.8% |
| 30D | +16.0% | -3.9% | +19.9% | +16.2% |
| 3M | +9.7% | -19.7% | +29.5% | +11.6% |
| 6M | +29.6% | -21.7% | +51.3% | +34.1% |
| YTD | +112.0% | -7.5% | +119.6% | +115.4% |
| 1Y | +12.8% | +17.3% | -4.5% | +20.3% |
| All | +12.8% | +16.7% | -3.9% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 1y: compounded portfolio wealth divided by compounded CHRW 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…
1y analysis · Full analysis span regression · 6 months rolling