+13.1%
CNH price history and return analytics
+66.2%
-53.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.1% | +4.1% |
| 7D | +23.3% | +0.4% | +22.8% | +22.6% |
| 30D | +33.5% | +1.0% | +32.5% | +31.8% |
| 3M | +32.7% | +2.4% | +30.3% | +28.8% |
| 6M | +22.2% | +12.0% | +10.2% | +6.0% |
| YTD | +57.7% | +15.3% | +42.4% | +31.7% |
| 1Y | +28.0% | +22.6% | +5.4% | -1.2% |
| 3Y | +11.5% | +74.7% | -63.1% | -45.2% |
| All | +13.1% | +66.2% | -53.1% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling