-97.3%
CCHH vs VT
+17.3%
-114.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.0% |
| 7D | -3.2% | +1.0% | -4.2% | -5.1% |
| 30D | -4.8% | -0.2% | -4.5% | -4.4% |
| 3M | -67.1% | +4.5% | -71.7% | -69.4% |
| 6M | -80.8% | +14.1% | -94.8% | -83.2% |
| YTD | -76.6% | +14.8% | -91.3% | -78.4% |
| All | -97.3% | +17.3% | -114.6% | -97.4% |
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