-91.9%
CHGG vs VT
+75.0%
-166.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | 0.0% | -13.2% | -13.2% |
| 7D | +1.2% | +0.4% | +0.7% | +0.7% |
| 30D | -17.5% | +1.0% | -18.4% | -18.5% |
| 3M | -32.5% | +2.4% | -34.9% | -35.5% |
| 6M | +28.8% | +12.0% | +16.8% | +4.5% |
| YTD | -8.6% | +15.3% | -23.9% | -28.8% |
| 1Y | -49.1% | +22.6% | -71.7% | -63.7% |
| All | -91.9% | +75.0% | -166.9% | -96.1% |
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 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