+273.3%
CHCI vs VT
+53.4%
+219.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.2% | -4.0% |
| 7D | -0.4% | -2.3% | +1.9% | +0.9% |
| 30D | -5.0% | -5.0% | 0.0% | -2.4% |
| 3M | +19.0% | -4.9% | +23.9% | +22.3% |
| 6M | +3.0% | -1.5% | +4.5% | +4.0% |
| YTD | +53.9% | +8.5% | +45.4% | +48.2% |
| 1Y | +20.0% | +11.4% | +8.6% | +14.2% |
| 3Y | +320.7% | +70.1% | +250.6% | +235.3% |
| All | +273.3% | +53.4% | +219.9% | +229.3% |
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