-93.4%
CHR vs VT
+15.2%
-108.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -1.4% |
| 7D | +15.8% | -0.3% | +16.1% | +16.2% |
| 30D | -10.3% | -1.4% | -8.9% | -8.8% |
| 3M | -29.4% | -1.4% | -28.0% | -28.4% |
| 6M | -22.8% | +5.5% | -28.2% | -28.7% |
| YTD | -63.8% | +12.8% | -76.6% | -68.3% |
| 1Y | -93.4% | +15.4% | -108.8% | -94.1% |
| All | -93.4% | +15.2% | -108.6% | -94.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling