+30.8%
VNQ vs CHD
+0.7%
+30.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.3% | -4.5% | +3.2% | -0.4% |
| 30D | -2.6% | -6.7% | +4.1% | -1.2% |
| 3M | -2.0% | -2.7% | +0.7% | -1.6% |
| 6M | +4.3% | -4.9% | +9.3% | +5.2% |
| YTD | +9.2% | +13.3% | -4.1% | +6.4% |
| 1Y | +5.6% | +1.0% | +4.6% | +5.1% |
| 3Y | +30.8% | +1.3% | +29.5% | +31.5% |
| All | +30.8% | +0.7% | +30.2% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling