-25.0%
CHIQ vs VT
+10.5%
-35.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +8.8% | -2.3% | +11.1% | +9.9% |
| 30D | +7.0% | -5.0% | +12.0% | +10.1% |
| 3M | -7.7% | -4.9% | -2.8% | -5.2% |
| 6M | -15.1% | -1.5% | -13.6% | -15.2% |
| YTD | -20.2% | +8.5% | -28.7% | -27.7% |
| 1Y | -25.0% | +11.4% | -36.3% | -33.9% |
| All | -25.0% | +10.5% | -35.5% | -33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling