+291.2%
VST vs CHD
+29.4%
+261.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -1.8% |
| 7D | -6.0% | +2.4% | -8.4% | -4.7% |
| 30D | -18.8% | +13.9% | -32.7% | -13.2% |
| 3M | -8.0% | +8.5% | -16.6% | -3.9% |
| 6M | -10.9% | +20.4% | -31.3% | -1.9% |
| YTD | -18.3% | +34.5% | -52.9% | -5.2% |
| 1Y | -29.9% | +33.8% | -63.7% | -18.7% |
| All | +291.2% | +29.4% | +261.8% | +304.4% |
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