+2,545.5%
VRT vs CAH
+502.5%
+2,043.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.5% |
| 7D | +2.4% | -2.2% | +4.6% | +3.0% |
| 30D | -2.7% | +1.2% | -3.9% | -3.1% |
| 3M | -9.2% | +13.1% | -22.3% | -12.6% |
| 6M | -0.5% | +8.5% | -9.0% | -3.3% |
| YTD | +62.3% | +17.6% | +44.7% | +53.9% |
| 1Y | +109.6% | +60.7% | +48.9% | +79.2% |
| 3Y | +573.1% | +183.2% | +389.9% | +372.3% |
| 5Y | +953.6% | +402.2% | +551.4% | +516.2% |
| All | +2,545.5% | +502.5% | +2,043.0% | +1,365.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling