+243.2%
CHCI vs VT
+57.5%
+185.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.2% |
| 7D | -14.6% | -0.1% | -14.5% | -14.5% |
| 30D | -12.1% | -3.1% | -9.1% | -10.7% |
| 3M | +9.5% | -3.5% | +13.0% | +11.5% |
| 6M | -3.6% | +0.5% | -4.0% | -3.7% |
| YTD | +41.5% | +10.8% | +30.7% | +34.7% |
| 1Y | +3.8% | +11.9% | -8.1% | -1.6% |
| 3Y | +293.3% | +73.0% | +220.3% | +210.2% |
| 5Y | +243.2% | +58.6% | +184.6% | +194.0% |
| All | +243.2% | +57.5% | +185.7% | +194.0% |
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