-99.9%
CHR vs VT
+66.2%
-166.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.1% | +0.4% | -1.6% | -1.4% |
| 30D | -1.1% | +1.0% | -2.1% | -1.8% |
| 3M | -27.9% | +2.4% | -30.3% | -29.1% |
| 6M | -49.3% | +12.0% | -61.3% | -52.7% |
| YTD | -53.6% | +15.3% | -69.0% | -57.4% |
| 1Y | -98.3% | +22.6% | -120.8% | -98.5% |
| 3Y | -99.8% | +74.7% | -174.5% | -99.8% |
| All | -99.9% | +66.2% | -166.1% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling