-93.7%
CHPT vs VT
+137.1%
-230.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +3.2% |
| 7D | +25.4% | +0.4% | +25.0% | +25.0% |
| 30D | +56.4% | -2.6% | +59.0% | +63.2% |
| 3M | +99.2% | -3.2% | +102.4% | +111.0% |
| 6M | +98.6% | +0.9% | +97.6% | +102.1% |
| YTD | +86.6% | +11.3% | +75.3% | +68.2% |
| 1Y | +26.8% | +14.0% | +12.8% | +11.1% |
| 3Y | -77.0% | +75.8% | -152.8% | -87.2% |
| 5Y | -97.6% | +57.8% | -155.4% | -98.5% |
| All | -93.7% | +137.1% | -230.7% | -96.4% |
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 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