-94.1%
CHPT vs VT
+131.0%
-225.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.4% |
| 7D | +21.5% | -2.3% | +23.8% | +25.7% |
| 30D | +41.0% | -5.0% | +46.0% | +52.1% |
| 3M | +97.1% | -4.9% | +102.0% | +113.9% |
| 6M | +82.2% | -1.5% | +83.8% | +92.1% |
| YTD | +74.5% | +8.5% | +66.1% | +63.0% |
| 1Y | +18.3% | +11.4% | +6.9% | +7.0% |
| 3Y | -79.5% | +70.1% | -149.5% | -88.1% |
| 5Y | -97.7% | +53.7% | -151.4% | -98.5% |
| All | -94.1% | +131.0% | -225.1% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling