-46.5%
CHGG vs VT
+13.3%
-59.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.2% | +0.8% |
| 7D | -4.7% | -0.7% | -4.0% | -3.2% |
| 30D | -14.1% | -1.7% | -12.3% | -10.7% |
| 3M | -27.4% | -2.3% | -25.1% | -23.1% |
| 6M | -39.0% | +1.5% | -40.5% | -42.1% |
| YTD | -34.4% | +12.0% | -46.5% | -56.4% |
| 1Y | -46.5% | +12.9% | -59.4% | -65.1% |
| All | -46.5% | +13.3% | -59.8% | -65.1% |
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