+147.1%
VXUS vs CHD
+196.6%
-49.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | -1.2% | +12.2% | -13.4% | -2.9% |
| 3M | -3.8% | +9.3% | -13.2% | -5.2% |
| 6M | -1.7% | +24.3% | -25.9% | -5.1% |
| YTD | +11.4% | +34.9% | -23.4% | +6.0% |
| 1Y | +13.3% | +32.7% | -19.4% | +8.1% |
| 3Y | +70.0% | +29.4% | +40.5% | +61.1% |
| 5Y | +48.1% | +31.7% | +16.4% | +38.0% |
| 10Y | +147.1% | +191.7% | -44.6% | +100.3% |
| All | +147.1% | +196.6% | -49.5% | +100.3% |
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