+11.4%
VT vs CHRW
-16.7%
+28.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.6% | +0.4% |
| 7D | -2.3% | +0.6% | -2.9% | -2.3% |
| 30D | -5.0% | -7.3% | +2.3% | -4.6% |
| 3M | -4.9% | -14.2% | +9.3% | -4.2% |
| 6M | -1.5% | -25.1% | +23.5% | -0.5% |
| YTD | +8.5% | -21.2% | +29.7% | +4.7% |
| 1Y | +11.4% | -14.2% | +25.5% | +3.1% |
| All | +11.4% | -16.7% | +28.1% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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