+61.8%
VNQ vs CHD
+126.1%
-64.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -1.3% | -4.5% | +3.2% | +0.2% |
| 30D | -2.6% | -6.7% | +4.1% | -0.4% |
| 3M | -2.0% | -2.7% | +0.7% | -1.3% |
| 6M | +4.3% | -4.9% | +9.3% | +5.7% |
| YTD | +9.2% | +13.3% | -4.1% | +4.2% |
| 1Y | +5.6% | +1.0% | +4.6% | +4.5% |
| 3Y | +30.8% | +1.3% | +29.5% | +27.6% |
| 5Y | +8.0% | +20.8% | -12.9% | -2.9% |
| All | +61.8% | +126.1% | -64.3% | +17.3% |
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