-61.1%
CHOW vs VT
+13.3%
-74.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.1% | +6.1% | +7.5% |
| 7D | +19.4% | -0.7% | +20.1% | +19.2% |
| 30D | +569.8% | -1.7% | +571.5% | +548.4% |
| 3M | +908.5% | -2.3% | +910.8% | +861.8% |
| 6M | +746.0% | +1.5% | +744.5% | +806.0% |
| YTD | +487.2% | +12.0% | +475.1% | +557.5% |
| 1Y | -61.1% | +12.9% | -73.9% | -39.9% |
| All | -61.1% | +13.3% | -74.3% | -39.9% |
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