-99.8%
CHR vs VT
+69.4%
-169.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -4.1% | -11.0% | -10.7% |
| 7D | -12.6% | -4.2% | -8.4% | -8.0% |
| 30D | -19.7% | -5.8% | -13.9% | -14.1% |
| 3M | -34.4% | -5.2% | -29.2% | -30.3% |
| 6M | -31.4% | +0.1% | -31.5% | -30.9% |
| YTD | -69.3% | +8.2% | -77.5% | -71.1% |
| 1Y | -88.8% | +10.1% | -98.9% | -89.6% |
| All | -99.8% | +69.4% | -169.1% | -99.9% |
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