-99.9%
CHGA vs VT
+63.7%
-163.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.3% |
| 7D | -7.4% | -2.0% | -5.4% | -5.8% |
| 30D | -47.7% | -1.4% | -46.3% | -47.0% |
| 3M | -67.7% | +4.7% | -72.4% | -68.8% |
| 6M | -86.7% | +11.4% | -98.0% | -87.8% |
| YTD | -90.6% | +13.1% | -103.7% | -91.5% |
| 1Y | -95.5% | +19.0% | -114.5% | -96.1% |
| 3Y | -99.3% | +73.9% | -173.2% | -99.5% |
| 5Y | -99.9% | +65.4% | -165.3% | -99.9% |
| All | -99.9% | +63.7% | -163.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling