-59.1%
CHA vs VT
+39.8%
-98.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +3.2% | -2.3% | +5.5% | +4.4% |
| 30D | +11.4% | -5.0% | +16.3% | +14.1% |
| 3M | +22.3% | -4.9% | +27.2% | +25.1% |
| 6M | +13.4% | -1.5% | +15.0% | +13.3% |
| YTD | +6.9% | +8.5% | -1.6% | -1.7% |
| 1Y | -11.0% | +11.4% | -22.3% | -21.3% |
| All | -59.1% | +39.8% | -98.9% | -70.1% |
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 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