+281.1%
CHCI vs VT
+66.2%
+214.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +5.5% | +0.4% | +5.0% | +5.3% |
| 30D | +36.8% | +1.0% | +35.8% | +36.2% |
| 3M | +32.9% | +2.4% | +30.6% | +31.3% |
| 6M | +83.4% | +12.0% | +71.4% | +73.2% |
| YTD | +82.0% | +15.3% | +66.7% | +69.3% |
| 1Y | +16.9% | +22.6% | -5.7% | +5.6% |
| 3Y | +395.3% | +74.7% | +320.6% | +282.2% |
| All | +281.1% | +66.2% | +214.9% | +220.3% |
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