-91.9%
CHNR vs VT
+57.5%
-149.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.4% |
| 7D | -1.7% | -0.1% | -1.6% | -1.8% |
| 30D | -1.5% | -3.1% | +1.6% | +0.4% |
| 3M | -1.0% | -3.5% | +2.5% | +1.2% |
| 6M | -8.6% | +0.5% | -9.1% | -8.6% |
| YTD | +9.2% | +10.8% | -1.6% | +2.7% |
| 1Y | -4.8% | +11.9% | -16.7% | -11.0% |
| 3Y | -71.1% | +73.0% | -144.1% | -77.9% |
| 5Y | -91.9% | +58.6% | -150.6% | -93.6% |
| All | -91.9% | +57.5% | -149.5% | -93.6% |
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