+800.0%
VGT vs CAH
+294.8%
+505.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -0.2% | -5.1% | +4.9% | +1.1% |
| 30D | -0.4% | +0.2% | -0.6% | -0.6% |
| 3M | +4.4% | +6.3% | -1.9% | +2.6% |
| 6M | +32.1% | +9.4% | +22.7% | +28.4% |
| YTD | +28.8% | +15.0% | +13.8% | +23.2% |
| 1Y | +35.3% | +55.4% | -20.1% | +18.5% |
| 3Y | +124.8% | +173.8% | -49.1% | +65.2% |
| 5Y | +137.9% | +395.2% | -257.3% | +44.3% |
| All | +800.0% | +294.8% | +505.1% | +424.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling