+3.8%
CHAT vs VT
+10.7%
-6.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.1% | -6.2% | -0.6% |
| 7D | -19.5% | -4.2% | -15.3% | -10.5% |
| 30D | -32.0% | -5.8% | -26.2% | -21.0% |
| 3M | -26.7% | -5.2% | -21.5% | -15.8% |
| 6M | -20.7% | +0.1% | -20.8% | -17.2% |
| YTD | +10.8% | +8.2% | +2.5% | +0.7% |
| 1Y | +3.8% | +10.1% | -6.3% | -8.4% |
| All | +3.8% | +10.7% | -6.9% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling