-73.5%
CHOW vs VT
+15.5%
-89.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -6.6% |
| 7D | +7.1% | +2.9% | +4.2% | +7.9% |
| 30D | +552.3% | -2.5% | +554.9% | +531.3% |
| 3M | +568.0% | -3.3% | +571.3% | +536.4% |
| 6M | +662.6% | +1.5% | +661.0% | +711.4% |
| YTD | +449.3% | +11.4% | +438.0% | +495.8% |
| 1Y | -63.9% | +11.9% | -75.8% | -53.5% |
| All | -73.5% | +15.5% | -89.0% | -64.4% |
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