+1,986.7%
CHRD vs VT
+221.8%
+1,764.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.2% | +2.0% |
| 7D | +9.8% | +2.4% | +7.5% | +9.3% |
| 30D | +2.6% | -1.5% | +4.1% | +2.9% |
| 3M | +12.5% | -4.1% | +16.6% | +13.5% |
| 6M | +7.4% | +0.6% | +6.9% | +7.1% |
| YTD | +66.3% | +11.0% | +55.3% | +61.0% |
| 1Y | +72.4% | +13.3% | +59.0% | +65.8% |
| 3Y | +8.1% | +73.4% | -65.3% | -6.3% |
| 5Y | +81.9% | +57.4% | +24.5% | +54.2% |
| All | +1,986.7% | +221.8% | +1,764.9% | +797.0% |
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 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