+67.1%
CHMG vs VT
+11.9%
+55.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +0.4% | +2.4% | -1.9% | -0.1% |
| 30D | +7.5% | -1.5% | +9.0% | +7.8% |
| 3M | +2.3% | -4.1% | +6.4% | +3.1% |
| 6M | +29.4% | +0.6% | +28.8% | +29.2% |
| YTD | +54.9% | +11.0% | +43.9% | +52.4% |
| 1Y | +67.1% | +13.3% | +53.8% | +62.5% |
| All | +67.1% | +11.9% | +55.2% | +62.5% |
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