-60.6%
CPHI vs VT
+13.3%
-73.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | -0.2% |
| 7D | -3.2% | -1.6% | -1.6% | +5.4% |
| 30D | -7.6% | -2.5% | -5.1% | +2.9% |
| 3M | -46.5% | -1.3% | -45.2% | -47.7% |
| 6M | +15.1% | +3.1% | +12.0% | +3.7% |
| YTD | -49.6% | +10.9% | -60.5% | -57.6% |
| All | -60.6% | +13.3% | -73.9% | -66.5% |
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