+55.4%
VXUS vs CHD
+21.8%
+33.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | -0.2% |
| 7D | +1.6% | -2.9% | +4.5% | +1.8% |
| 30D | +1.0% | -6.2% | +7.2% | +1.5% |
| 3M | +5.7% | +1.6% | +4.1% | +5.4% |
| 6M | +13.6% | -3.5% | +17.1% | +13.8% |
| YTD | +17.4% | +16.2% | +1.2% | +15.6% |
| 1Y | +25.1% | +3.4% | +21.7% | +24.5% |
| 3Y | +75.8% | +4.6% | +71.2% | +73.9% |
| 5Y | +55.4% | +21.1% | +34.2% | +49.5% |
| All | +55.4% | +21.8% | +33.6% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling