+143.6%
VMC vs CHD
+125.6%
+18.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.5% |
| 7D | -3.7% | -4.7% | +1.0% | -2.8% |
| 30D | -12.8% | -8.3% | -4.4% | -11.4% |
| 3M | -7.9% | -4.0% | -3.9% | -7.2% |
| 6M | -7.5% | -6.5% | -1.0% | -6.4% |
| YTD | -11.6% | +13.1% | -24.7% | -13.4% |
| 1Y | -14.3% | +2.3% | -16.6% | -14.7% |
| 3Y | +18.5% | +1.8% | +16.7% | +16.8% |
| 5Y | +46.8% | +20.6% | +26.2% | +38.9% |
| All | +143.6% | +125.6% | +18.0% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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