+62.5%
VWO vs CHD
+0.7%
+61.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.8% | -4.5% | +2.7% | -1.9% |
| 30D | -0.1% | -6.7% | +6.6% | -0.3% |
| 3M | +2.2% | -2.7% | +5.0% | +2.2% |
| 6M | +8.8% | -4.9% | +13.7% | +8.6% |
| YTD | +12.4% | +13.3% | -1.0% | +13.0% |
| 1Y | +15.6% | +1.0% | +14.6% | +15.9% |
| 3Y | +62.5% | +1.3% | +61.2% | +61.1% |
| All | +62.5% | +0.7% | +61.8% | +61.1% |
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