-97.7%
CCHH vs VT
+13.5%
-111.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.8% | -0.3% | +25.1% | +25.3% |
| 7D | +35.9% | +2.4% | +33.5% | +30.7% |
| 30D | +4.2% | -1.5% | +5.7% | +6.5% |
| 3M | -24.2% | -4.1% | -20.1% | -19.5% |
| 6M | -74.1% | +0.6% | -74.6% | -74.6% |
| YTD | -80.5% | +11.0% | -91.5% | -81.2% |
| 1Y | -98.3% | +13.3% | -111.6% | -98.4% |
| All | -97.7% | +13.5% | -111.2% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling