+192.4%
CHD price history and return analytics
+221.8%
-29.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +3.6% | +2.4% | +1.3% | +2.9% |
| 30D | +10.4% | -1.5% | +11.9% | +10.9% |
| 3M | +12.2% | -4.1% | +16.3% | +13.6% |
| 6M | +19.9% | +0.6% | +19.4% | +19.3% |
| YTD | +36.4% | +11.0% | +25.4% | +31.2% |
| 1Y | +35.1% | +13.3% | +21.8% | +29.0% |
| 3Y | +29.2% | +73.4% | -44.2% | +4.6% |
| 5Y | +33.4% | +57.4% | -24.0% | +11.1% |
| All | +192.4% | +221.8% | -29.3% | +67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling