+224.6%
VT vs CAH
+411.5%
-186.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -0.7% | +5.9% | -6.6% | -2.1% |
| 30D | -1.7% | +16.5% | -18.3% | -5.4% |
| 3M | -2.3% | +15.7% | -18.1% | -5.9% |
| 6M | +1.5% | +52.7% | -51.2% | -8.9% |
| YTD | +12.0% | +36.3% | -24.2% | +2.9% |
| 1Y | +12.9% | +36.7% | -23.9% | +3.6% |
| 3Y | +74.9% | +178.2% | -103.2% | +30.3% |
| 5Y | +59.9% | +515.8% | -455.8% | -6.7% |
| 10Y | +224.6% | +411.8% | -187.2% | +82.4% |
| All | +224.6% | +411.5% | -186.8% | +82.4% |
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