+228.7%
VTV vs CHD
+126.1%
+102.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.1% | -4.5% | +3.4% | +0.1% |
| 30D | -1.0% | -6.7% | +5.7% | +0.7% |
| 3M | +4.6% | -2.7% | +7.4% | +5.2% |
| 6M | +13.5% | -4.9% | +18.4% | +14.6% |
| YTD | +18.5% | +13.3% | +5.2% | +14.0% |
| 1Y | +22.9% | +1.0% | +21.9% | +21.7% |
| 3Y | +67.8% | +1.3% | +66.5% | +64.4% |
| 5Y | +81.8% | +20.8% | +61.0% | +66.5% |
| All | +228.7% | +126.1% | +102.6% | +159.4% |
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