-99.5%
CPHI vs VT
+224.4%
-323.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -3.0% | -3.1% |
| 7D | -8.5% | -0.7% | -7.8% | -7.6% |
| 30D | -37.9% | -1.7% | -36.2% | -36.6% |
| 3M | -52.2% | -2.3% | -49.9% | -51.2% |
| 6M | +1.9% | +1.5% | +0.4% | +1.1% |
| YTD | -55.4% | +12.0% | -67.4% | -59.0% |
| 1Y | -65.6% | +12.9% | -78.5% | -68.6% |
| 3Y | -88.0% | +74.9% | -162.9% | -92.1% |
| 5Y | -99.8% | +59.9% | -159.7% | -99.9% |
| 10Y | -99.5% | +224.6% | -324.2% | -99.6% |
| All | -99.5% | +224.4% | -323.9% | -99.6% |
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