-97.7%
CHGA vs VT
+13.3%
-110.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.3% |
| 7D | -41.1% | -1.6% | -39.5% | -39.8% |
| 30D | -63.6% | -2.5% | -61.1% | -62.3% |
| 3M | -76.1% | -1.3% | -74.8% | -75.5% |
| 6M | -89.1% | +3.1% | -92.2% | -89.4% |
| YTD | -96.2% | +10.9% | -107.1% | -96.7% |
| All | -97.7% | +13.3% | -110.9% | -98.1% |
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 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