-88.0%
CPHI vs VT
+76.6%
-164.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +3.7% |
| 7D | -5.6% | +1.0% | -6.6% | -8.2% |
| 30D | -25.7% | -0.2% | -25.4% | -25.7% |
| 3M | +18.3% | +4.5% | +13.8% | +7.9% |
| 6M | +50.0% | +14.1% | +35.9% | +23.6% |
| YTD | -30.6% | +14.8% | -45.3% | -43.1% |
| 1Y | -52.8% | +21.2% | -74.0% | -63.9% |
| 3Y | -88.0% | +76.6% | -164.6% | -95.4% |
| All | -88.0% | +76.6% | -164.6% | -95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling