-95.9%
CHGA vs VT
+19.6%
-115.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.8% |
| 7D | -7.9% | -1.1% | -6.7% | -6.8% |
| 30D | -51.5% | -1.0% | -50.5% | -51.0% |
| 3M | -66.5% | +3.2% | -69.7% | -67.5% |
| 6M | -85.7% | +12.5% | -98.2% | -87.2% |
| YTD | -90.7% | +14.1% | -104.8% | -92.2% |
| 1Y | -95.9% | +18.9% | -114.8% | -96.7% |
| All | -95.9% | +19.6% | -115.6% | -96.7% |
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