+165.8%
VXUS vs CHD
+709.7%
-543.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | -2.2% | +11.6% | -13.8% | -4.8% |
| 3M | -5.4% | +10.7% | -16.1% | -7.8% |
| 6M | -1.2% | +20.2% | -21.5% | -6.0% |
| YTD | +10.4% | +34.5% | -24.1% | +1.9% |
| 1Y | +11.8% | +32.6% | -20.7% | +3.6% |
| 3Y | +68.4% | +29.1% | +39.3% | +54.5% |
| 5Y | +45.9% | +31.5% | +14.3% | +30.6% |
| 10Y | +144.7% | +190.9% | -46.2% | +52.3% |
| All | +165.8% | +709.7% | -543.8% | -11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling