+2,306.1%
CHRD vs VT
+226.9%
+2,079.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +1.8% |
| 7D | +2.6% | -2.0% | +4.6% | +3.1% |
| 30D | +10.0% | -1.4% | +11.4% | +10.4% |
| 3M | +10.8% | +4.7% | +6.1% | +9.2% |
| 6M | +31.2% | +11.4% | +19.8% | +26.6% |
| YTD | +68.4% | +13.1% | +55.4% | +61.8% |
| 1Y | +48.6% | +19.0% | +29.6% | +40.4% |
| 3Y | +10.9% | +73.9% | -63.1% | -5.7% |
| 5Y | +155.5% | +65.4% | +90.1% | +115.8% |
| All | +2,306.1% | +226.9% | +2,079.3% | +912.1% |
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 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