+75.8%
VT vs CAH
+196.0%
-120.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | +0.4% | +5.4% | -4.9% | +0.1% |
| 30D | +1.0% | +3.3% | -2.3% | +0.7% |
| 3M | +2.4% | +22.8% | -20.4% | +0.6% |
| 6M | +12.0% | +11.3% | +0.7% | +11.1% |
| YTD | +15.3% | +21.1% | -5.8% | +13.4% |
| 1Y | +22.6% | +67.2% | -44.7% | +15.8% |
| All | +75.8% | +196.0% | -120.3% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling