+24.6%
CHPT vs VT
+11.9%
+12.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -2.0% |
| 7D | +9.9% | +2.9% | +7.1% | +1.9% |
| 30D | +66.9% | -2.5% | +69.4% | +79.9% |
| 3M | +88.3% | -3.3% | +91.6% | +109.8% |
| 6M | +93.4% | +1.5% | +91.9% | +96.2% |
| YTD | +81.5% | +11.4% | +70.1% | +48.1% |
| 1Y | +24.6% | +11.9% | +12.7% | +1.1% |
| All | +24.6% | +11.9% | +12.8% | +1.1% |
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