+226.3%
VTV vs CNH
+157.1%
+69.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | +0.1% |
| 7D | -2.1% | -2.5% | +0.4% | -1.4% |
| 30D | -1.3% | +27.0% | -28.3% | -8.5% |
| 3M | +5.6% | +32.6% | -27.0% | -3.7% |
| 6M | +12.4% | +23.6% | -11.2% | +3.8% |
| YTD | +17.6% | +47.8% | -30.2% | +2.4% |
| 1Y | +23.5% | +21.3% | +2.2% | +13.8% |
| 3Y | +67.0% | +7.0% | +60.1% | +55.4% |
| 5Y | +80.5% | +10.2% | +70.4% | +60.4% |
| All | +226.3% | +157.1% | +69.3% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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