-99.9%
CPHI vs VT
+357.6%
-457.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -1.9% |
| 7D | -6.6% | +0.4% | -6.9% | -6.7% |
| 30D | -34.5% | -2.6% | -31.9% | -33.1% |
| 3M | -49.6% | -3.2% | -46.3% | -48.5% |
| 6M | +7.5% | +0.9% | +6.6% | +7.6% |
| YTD | -52.9% | +11.3% | -64.2% | -55.5% |
| 1Y | -63.2% | +14.0% | -77.2% | -65.8% |
| 3Y | -87.3% | +75.8% | -163.2% | -90.8% |
| 5Y | -99.8% | +57.8% | -157.6% | -99.9% |
| 10Y | -99.5% | +219.8% | -319.3% | -99.7% |
| All | -99.9% | +357.6% | -457.6% | -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