+141.6%
CHPY vs VT
+47.7%
+93.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +1.5% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | -20.3% | -2.6% | -17.7% | -15.0% |
| 3M | -18.4% | -3.2% | -15.1% | -11.7% |
| 6M | -13.4% | +0.9% | -14.3% | -12.0% |
| YTD | +35.3% | +11.3% | +24.0% | +16.3% |
| 1Y | +42.3% | +14.0% | +28.3% | +17.4% |
| All | +141.6% | +47.7% | +93.9% | +12.8% |
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