+205.6%
CHGX vs VT
+171.3%
+34.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.9% | +0.4% | -1.4% | -1.3% |
| 30D | +0.2% | +1.0% | -0.8% | -0.7% |
| 3M | +0.2% | +2.4% | -2.1% | -2.0% |
| 6M | +18.9% | +12.0% | +6.9% | +6.7% |
| YTD | +23.4% | +15.3% | +8.1% | +7.7% |
| 1Y | +26.2% | +22.6% | +3.6% | +3.9% |
| 3Y | +70.1% | +74.7% | -4.6% | +0.2% |
| 5Y | +56.2% | +66.1% | -9.9% | -3.5% |
| All | +205.6% | +171.3% | +34.3% | +25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling