-94.0%
CHPT vs VT
+136.5%
-230.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.7% |
| 7D | +0.7% | +2.4% | -1.7% | -2.4% |
| 30D | +75.5% | -1.5% | +77.0% | +80.0% |
| 3M | +88.5% | -4.1% | +92.7% | +102.5% |
| 6M | +81.5% | +0.6% | +80.9% | +85.8% |
| YTD | +75.8% | +11.0% | +64.7% | +59.1% |
| 1Y | +27.5% | +13.3% | +14.2% | +12.6% |
| 3Y | -78.8% | +73.4% | -152.2% | -88.1% |
| 5Y | -97.8% | +57.4% | -155.3% | -98.7% |
| All | -94.0% | +136.5% | -230.5% | -96.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling