+311.8%
CHEF vs VT
+77.9%
+233.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.6% | +0.4% | -1.0% | -1.0% |
| 30D | +5.4% | +1.0% | +4.4% | +4.4% |
| 3M | +47.5% | +2.4% | +45.1% | +43.6% |
| 6M | +82.9% | +12.0% | +70.9% | +62.5% |
| YTD | +83.5% | +15.3% | +68.1% | +58.0% |
| 1Y | +75.3% | +22.6% | +52.7% | +40.8% |
| All | +311.8% | +77.9% | +233.9% | +80.1% |
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