-49.1%
CHRS vs VT
+12.5%
-61.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.6% | -0.5% | -21.2% | -20.7% |
| 7D | -20.5% | -0.1% | -20.3% | -19.4% |
| 30D | -40.1% | -3.1% | -37.0% | -35.8% |
| 3M | -48.3% | -3.5% | -44.8% | -44.6% |
| 6M | -63.4% | +0.5% | -63.8% | -63.6% |
| YTD | -54.9% | +10.8% | -65.6% | -64.5% |
| 1Y | -49.1% | +11.9% | -61.0% | -61.0% |
| All | -49.1% | +12.5% | -61.6% | -61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling