+74.2%
VTI vs CHD
+0.5%
+73.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.6% |
| 7D | -2.0% | -4.7% | +2.7% | -1.9% |
| 30D | -1.9% | -8.3% | +6.4% | -1.8% |
| 3M | +4.5% | -4.0% | +8.6% | +4.6% |
| 6M | +12.6% | -6.5% | +19.1% | +12.7% |
| YTD | +12.0% | +13.1% | -1.1% | +11.7% |
| 1Y | +17.3% | +2.3% | +15.0% | +17.3% |
| All | +74.2% | +0.5% | +73.8% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling