+67.9%
CHEF vs VT
+21.4%
+46.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.6% |
| 7D | -5.8% | +1.0% | -6.8% | -6.2% |
| 30D | -1.2% | -0.2% | -1.0% | -1.1% |
| 3M | +34.6% | +4.5% | +30.0% | +31.0% |
| 6M | +73.1% | +14.1% | +59.0% | +57.8% |
| YTD | +74.7% | +14.8% | +59.9% | +59.6% |
| 1Y | +67.9% | +21.2% | +46.7% | +55.8% |
| All | +67.9% | +21.4% | +46.5% | +55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling