+153.7%
CHRD vs VT
+65.7%
+88.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.8% |
| 7D | -0.1% | -0.1% | +0.1% | 0.0% |
| 30D | +8.9% | -0.7% | +9.5% | +9.4% |
| 3M | +12.5% | +4.0% | +8.5% | +7.8% |
| 6M | +24.8% | +12.3% | +12.5% | +9.5% |
| YTD | +65.8% | +14.0% | +51.8% | +42.8% |
| 1Y | +51.8% | +20.3% | +31.5% | +23.1% |
| 3Y | +9.2% | +75.4% | -66.2% | -40.7% |
| 5Y | +153.7% | +66.0% | +87.8% | +52.7% |
| All | +153.7% | +65.7% | +88.0% | +52.7% |
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