+73.4%
CHCO vs VT
+76.6%
-3.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +1.7% | +1.0% | +0.7% | +1.1% |
| 30D | -0.2% | -0.2% | 0.0% | -0.1% |
| 3M | +15.5% | +4.5% | +11.0% | +12.3% |
| 6M | +24.2% | +14.1% | +10.2% | +13.9% |
| YTD | +23.9% | +14.8% | +9.1% | +12.8% |
| 1Y | +15.1% | +21.2% | -6.1% | +0.6% |
| 3Y | +73.4% | +76.6% | -3.2% | +14.5% |
| All | +73.4% | +76.6% | -3.2% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling