+180.2%
CAH price history and return analytics
+74.2%
+106.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +1.2% | -0.7% | +1.9% | +1.3% |
| 3M | +13.1% | +4.0% | +9.1% | +12.0% |
| 6M | +8.5% | +12.3% | -3.8% | +4.8% |
| YTD | +17.6% | +14.0% | +3.6% | +13.1% |
| 1Y | +60.7% | +20.3% | +40.4% | +51.6% |
| All | +180.2% | +74.2% | +106.0% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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