-94.9%
CHPT vs VT
+145.6%
-240.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | 0.0% | +8.9% | +8.9% |
| 7D | +77.6% | +0.4% | +77.1% | +77.5% |
| 30D | +70.2% | +1.0% | +69.2% | +69.3% |
| 3M | +19.0% | +2.4% | +16.6% | +17.8% |
| 6M | +52.2% | +12.0% | +40.2% | +34.6% |
| YTD | +48.9% | +15.3% | +33.6% | +27.2% |
| 1Y | -2.9% | +22.6% | -25.5% | -22.7% |
| 3Y | -93.4% | +74.7% | -168.0% | -96.3% |
| 5Y | -97.8% | +66.1% | -163.9% | -98.7% |
| All | -94.9% | +145.6% | -240.6% | -97.3% |
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