+297.8%
VTI vs CHD
+126.1%
+171.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.9% | -4.5% | +3.6% | +0.1% |
| 30D | -1.4% | -6.7% | +5.3% | +0.1% |
| 3M | +3.6% | -2.7% | +6.3% | +4.0% |
| 6M | +13.6% | -4.9% | +18.5% | +14.5% |
| YTD | +12.9% | +13.3% | -0.4% | +8.9% |
| 1Y | +17.2% | +1.0% | +16.2% | +16.1% |
| 3Y | +75.7% | +1.3% | +74.4% | +71.4% |
| 5Y | +75.4% | +20.8% | +54.6% | +59.7% |
| All | +297.8% | +126.1% | +171.7% | +211.8% |
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