+165.8%
VXUS vs CHD
+709.9%
-544.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +0.5% | +2.4% | -1.9% | -0.1% |
| 30D | -2.5% | +13.9% | -16.5% | -5.6% |
| 3M | -4.6% | +8.5% | -13.2% | -6.6% |
| 6M | -2.6% | +20.4% | -23.0% | -7.4% |
| YTD | +10.4% | +34.5% | -24.2% | +1.9% |
| 1Y | +12.9% | +33.8% | -20.9% | +4.3% |
| 3Y | +68.4% | +29.1% | +39.3% | +54.5% |
| 5Y | +47.7% | +31.2% | +16.4% | +32.3% |
| 10Y | +142.2% | +193.1% | -50.9% | +50.2% |
| All | +165.8% | +709.9% | -544.1% | -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