-99.3%
CHGA vs VT
+74.2%
-173.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.5% | -4.6% |
| 7D | -6.3% | -0.1% | -6.2% | -6.2% |
| 30D | -47.8% | -0.7% | -47.2% | -47.5% |
| 3M | -67.9% | +4.0% | -71.9% | -68.8% |
| 6M | -86.9% | +12.3% | -99.2% | -88.1% |
| YTD | -90.4% | +14.0% | -104.5% | -91.4% |
| 1Y | -95.4% | +20.3% | -115.7% | -96.0% |
| All | -99.3% | +74.2% | -173.5% | -99.5% |
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