-92.4%
CHGG vs VT
+69.7%
-162.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.2% |
| 7D | -12.9% | -2.3% | -10.5% | -9.1% |
| 30D | -17.6% | -5.0% | -12.6% | -9.7% |
| 3M | -30.7% | -4.9% | -25.8% | -23.7% |
| 6M | -47.4% | -1.5% | -45.9% | -46.2% |
| YTD | -34.4% | +8.5% | -42.9% | -43.2% |
| 1Y | -39.6% | +11.4% | -51.0% | -49.6% |
| 3Y | -92.4% | +70.1% | -162.5% | -96.0% |
| All | -92.4% | +69.7% | -162.1% | -96.0% |
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