+124.9%
CHD price history and return analytics
+226.9%
-102.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.0% |
| 7D | -4.7% | -2.0% | -2.7% | -4.1% |
| 30D | -8.3% | -1.4% | -6.9% | -7.9% |
| 3M | -4.0% | +4.7% | -8.8% | -5.6% |
| 6M | -6.5% | +11.4% | -17.9% | -10.0% |
| YTD | +13.1% | +13.1% | 0.0% | +8.2% |
| 1Y | +2.3% | +19.0% | -16.7% | -3.9% |
| 3Y | +1.8% | +73.9% | -72.2% | -17.7% |
| 5Y | +20.6% | +65.4% | -44.8% | -1.6% |
| All | +124.9% | +226.9% | -102.0% | +24.5% |
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