+115.6%
CHT vs VT
+215.5%
-99.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | +1.8% | -2.3% | +4.1% | +2.4% |
| 30D | +8.9% | -5.0% | +13.8% | +10.4% |
| 3M | +17.9% | -4.9% | +22.8% | +19.5% |
| 6M | +19.6% | -1.5% | +21.1% | +19.8% |
| YTD | +24.2% | +8.5% | +15.7% | +20.9% |
| 1Y | +23.7% | +11.4% | +12.3% | +19.4% |
| 3Y | +52.9% | +70.1% | -17.2% | +29.6% |
| 5Y | +53.0% | +53.7% | -0.8% | +32.5% |
| All | +115.6% | +215.5% | -99.9% | +37.7% |
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 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