+124.8%
VGT vs CAH
+176.8%
-52.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.2% |
| 7D | -0.2% | -5.1% | +4.9% | 0.0% |
| 30D | -0.4% | +0.2% | -0.6% | -0.4% |
| 3M | +4.4% | +6.3% | -1.9% | +4.0% |
| 6M | +32.1% | +9.4% | +22.7% | +31.5% |
| YTD | +28.8% | +15.0% | +13.8% | +27.6% |
| 1Y | +35.3% | +55.4% | -20.1% | +29.3% |
| 3Y | +124.8% | +173.8% | -49.1% | +99.2% |
| All | +124.8% | +176.8% | -52.0% | +99.2% |
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