+373.4%
VST vs CHD
+6.5%
+366.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.5% |
| 7D | +8.9% | -2.7% | +11.6% | +7.8% |
| 30D | +6.2% | -4.6% | +10.8% | +4.3% |
| 3M | -2.7% | +5.0% | -7.8% | -0.4% |
| 6M | -8.4% | -3.2% | -5.1% | -8.7% |
| YTD | -7.2% | +18.6% | -25.8% | 0.0% |
| 1Y | -20.9% | +4.8% | -25.7% | -17.8% |
| All | +373.4% | +6.5% | +366.9% | +365.1% |
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