+55.2%
CHPX vs VT
+14.7%
+40.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.3% |
| 7D | +7.5% | +2.4% | +5.2% | +1.7% |
| 30D | -13.7% | -1.5% | -12.2% | -9.3% |
| 3M | -17.5% | -4.1% | -13.4% | -7.2% |
| 6M | -12.4% | +0.6% | -12.9% | -10.2% |
| YTD | +47.0% | +11.0% | +36.0% | +23.3% |
| 1Y | +48.9% | +13.3% | +35.6% | +19.7% |
| All | +55.2% | +14.7% | +40.5% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling