+53.3%
CHPX vs VT
+15.0%
+38.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | -0.3% |
| 7D | -3.3% | +0.4% | -3.6% | -3.6% |
| 30D | -21.3% | -2.6% | -18.7% | -15.1% |
| 3M | -16.0% | -3.2% | -12.7% | -7.6% |
| 6M | -12.6% | +0.9% | -13.6% | -11.3% |
| YTD | +45.2% | +11.3% | +33.9% | +21.0% |
| 1Y | +44.8% | +14.0% | +30.8% | +14.6% |
| All | +53.3% | +15.0% | +38.3% | +21.2% |
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