-98.0%
CHGG vs VT
+53.4%
-151.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.3% |
| 7D | -12.9% | -2.3% | -10.5% | -9.6% |
| 30D | -17.6% | -5.0% | -12.6% | -10.8% |
| 3M | -30.7% | -4.9% | -25.8% | -24.8% |
| 6M | -47.4% | -1.5% | -45.9% | -46.2% |
| YTD | -34.4% | +8.5% | -42.9% | -41.1% |
| 1Y | -39.6% | +11.4% | -51.0% | -47.6% |
| 3Y | -92.4% | +70.1% | -162.5% | -96.1% |
| All | -98.0% | +53.4% | -151.4% | -98.9% |
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