+1,518.4%
CHRD vs VT
+455.3%
+1,063.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.3% | +0.4% | -0.2% | -0.2% |
| 30D | +13.7% | +1.0% | +12.7% | +12.6% |
| 3M | +5.4% | +2.4% | +3.1% | +2.5% |
| 6M | +32.1% | +12.0% | +20.1% | +16.8% |
| YTD | +62.4% | +15.3% | +47.1% | +39.6% |
| 1Y | +42.1% | +22.6% | +19.5% | +15.3% |
| 3Y | +3.8% | +74.7% | -70.9% | -39.1% |
| 5Y | +153.1% | +66.1% | +87.0% | +56.8% |
| 10Y | +2,313.1% | +225.0% | +2,088.1% | +693.6% |
| All | +1,518.4% | +455.3% | +1,063.1% | +194.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling