+219.2%
VT vs CAH
+422.4%
-203.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | -0.1% | +9.4% | -9.6% | -2.3% |
| 30D | -3.1% | +16.5% | -19.6% | -6.6% |
| 3M | -3.5% | +17.0% | -20.5% | -7.3% |
| 6M | +0.5% | +51.4% | -50.9% | -9.6% |
| YTD | +10.8% | +36.0% | -25.2% | +1.8% |
| 1Y | +11.9% | +36.0% | -24.1% | +2.8% |
| 3Y | +73.0% | +177.5% | -104.5% | +28.9% |
| 5Y | +58.6% | +509.2% | -450.6% | -7.2% |
| 10Y | +219.2% | +408.1% | -188.9% | +79.1% |
| All | +219.2% | +422.4% | -203.2% | +79.1% |
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