+187.3%
CHPY vs VT
+53.1%
+134.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +2.6% | +0.4% | +2.2% | +1.7% |
| 30D | -0.9% | +1.0% | -1.9% | -2.8% |
| 3M | -12.1% | +2.4% | -14.4% | -14.9% |
| 6M | +44.2% | +12.0% | +32.2% | +20.1% |
| YTD | +60.9% | +15.3% | +45.6% | +27.2% |
| 1Y | +96.6% | +22.6% | +74.0% | +40.2% |
| All | +187.3% | +53.1% | +134.2% | +23.4% |
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