+409.6%
VUG vs CAH
+297.3%
+112.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.1% | -0.2% |
| 7D | -1.9% | -5.1% | +3.2% | -0.7% |
| 30D | -1.6% | -1.8% | +0.2% | -1.2% |
| 3M | +4.4% | +9.4% | -5.0% | +2.0% |
| 6M | +13.2% | +9.2% | +4.0% | +10.4% |
| YTD | +7.5% | +15.7% | -8.2% | +3.0% |
| 1Y | +12.5% | +59.7% | -47.3% | -1.3% |
| 3Y | +86.0% | +178.5% | -92.5% | +38.7% |
| 5Y | +76.5% | +398.3% | -321.8% | +10.5% |
| All | +409.6% | +297.3% | +112.3% | +207.2% |
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