-12.1%
CHH vs VT
+66.2%
-78.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -7.6% | +0.4% | -8.0% | -7.9% |
| 30D | -10.0% | +1.0% | -11.0% | -10.8% |
| 3M | -7.4% | +2.4% | -9.8% | -9.7% |
| 6M | -3.2% | +12.0% | -15.2% | -13.0% |
| YTD | +6.5% | +15.3% | -8.8% | -6.9% |
| 1Y | -13.1% | +22.6% | -35.7% | -28.4% |
| 3Y | -19.0% | +74.7% | -93.7% | -52.6% |
| All | -12.1% | +66.2% | -78.3% | -44.7% |
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