+129.6%
CHMG vs VT
+77.5%
+52.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +4.0% | +0.4% | +3.5% | +3.7% |
| 30D | +2.6% | +1.0% | +1.6% | +2.0% |
| 3M | +22.2% | +2.4% | +19.8% | +20.2% |
| 6M | +50.9% | +12.0% | +38.9% | +39.7% |
| YTD | +53.8% | +15.3% | +38.4% | +39.4% |
| 1Y | +61.2% | +22.6% | +38.6% | +39.4% |
| All | +129.6% | +77.5% | +52.1% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling