+260.7%
CHAT price history and return analytics
+84.2%
+176.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.4% |
| 7D | +6.5% | +1.0% | +5.5% | +4.5% |
| 30D | +2.0% | -0.2% | +2.2% | +2.6% |
| 3M | -2.9% | +4.5% | -7.5% | -9.3% |
| 6M | +49.2% | +14.1% | +35.2% | +21.4% |
| YTD | +54.1% | +14.8% | +39.4% | +24.5% |
| 1Y | +70.3% | +21.2% | +49.1% | +26.0% |
| 3Y | +230.3% | +76.6% | +153.7% | +36.4% |
| All | +260.7% | +84.2% | +176.4% | +42.8% |
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