+1,088.3%
VST vs CHD
+174.9%
+913.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +19.2% | +0.4% | +18.8% | +19.1% |
| 30D | -17.2% | +11.6% | -28.7% | -18.0% |
| 3M | -8.1% | +10.7% | -18.8% | -9.0% |
| 6M | -8.1% | +20.2% | -28.4% | -10.0% |
| YTD | -16.3% | +34.5% | -50.8% | -19.4% |
| 1Y | -24.1% | +32.6% | -56.7% | -26.8% |
| 3Y | +300.2% | +29.1% | +271.1% | +274.6% |
| 5Y | +645.9% | +31.5% | +614.4% | +580.7% |
| 10Y | +1,152.2% | +190.9% | +961.2% | +851.1% |
| All | +1,088.3% | +174.9% | +913.4% | +790.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling