+556.8%
CHCI vs VT
+374.2%
+182.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +5.5% | +0.4% | +5.0% | +5.2% |
| 30D | +36.8% | +1.0% | +35.8% | +35.9% |
| 3M | +32.9% | +2.4% | +30.6% | +30.4% |
| 6M | +83.4% | +12.0% | +71.4% | +68.1% |
| YTD | +82.0% | +15.3% | +66.7% | +63.2% |
| 1Y | +16.9% | +22.6% | -5.7% | +0.1% |
| 3Y | +395.3% | +74.7% | +320.6% | +221.1% |
| 5Y | +271.7% | +66.1% | +205.6% | +145.9% |
| 10Y | +897.6% | +225.0% | +672.6% | +264.7% |
| All | +556.8% | +374.2% | +182.6% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling