-99.9%
CPHI vs VT
+374.2%
-474.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -8.9% | +0.4% | -9.3% | -9.2% |
| 30D | -34.9% | +1.0% | -35.9% | -35.5% |
| 3M | 0.0% | +2.4% | -2.4% | -1.1% |
| 6M | +41.4% | +12.0% | +29.4% | +32.4% |
| YTD | -32.2% | +15.3% | -47.6% | -37.6% |
| 1Y | -43.1% | +22.6% | -65.6% | -49.5% |
| 3Y | -90.4% | +74.7% | -165.0% | -93.0% |
| 5Y | -99.8% | +66.1% | -165.9% | -99.8% |
| 10Y | -99.4% | +225.0% | -324.4% | -99.7% |
| All | -99.9% | +374.2% | -474.1% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling