+223.0%
VT vs CHD
+123.7%
+99.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | -2.7% | +3.1% | +1.0% |
| 30D | +1.0% | -4.6% | +5.6% | +1.9% |
| 3M | +2.4% | +5.0% | -2.6% | +1.1% |
| 6M | +12.0% | -3.2% | +15.2% | +12.4% |
| YTD | +15.3% | +18.6% | -3.3% | +10.8% |
| 1Y | +22.6% | +4.8% | +17.8% | +20.7% |
| 3Y | +74.7% | +6.1% | +68.5% | +69.5% |
| 5Y | +66.1% | +24.0% | +42.2% | +52.4% |
| All | +223.0% | +123.7% | +99.3% | +163.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling