+228.7%
VTV vs CAH
+294.8%
-66.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -1.1% | -5.1% | +4.0% | +0.4% |
| 30D | -1.0% | +0.2% | -1.2% | -1.1% |
| 3M | +4.6% | +6.3% | -1.6% | +2.6% |
| 6M | +13.5% | +9.4% | +4.1% | +10.1% |
| YTD | +18.5% | +15.0% | +3.5% | +12.8% |
| 1Y | +22.9% | +55.4% | -32.6% | +6.0% |
| 3Y | +67.8% | +173.8% | -106.0% | +19.1% |
| 5Y | +81.8% | +395.2% | -313.4% | +4.6% |
| All | +228.7% | +294.8% | -66.1% | +82.9% |
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