+2,397.0%
VRT vs CAH
+492.5%
+1,904.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -4.0% | -5.1% |
| 7D | -7.7% | -5.1% | -2.6% | -6.4% |
| 30D | -12.0% | -1.8% | -10.2% | -11.6% |
| 3M | -11.7% | +9.4% | -21.0% | -14.1% |
| 6M | -8.1% | +9.2% | -17.3% | -10.8% |
| YTD | +53.2% | +15.7% | +37.6% | +46.0% |
| 1Y | +81.7% | +59.7% | +21.9% | +55.6% |
| 3Y | +535.3% | +178.5% | +356.8% | +348.0% |
| 5Y | +916.4% | +398.3% | +518.1% | +496.0% |
| All | +2,397.0% | +492.5% | +1,904.5% | +1,289.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling