+1,496.8%
CHE price history and return analytics
+368.8%
+1,128.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.3% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -5.5% | -0.7% | -4.8% | -5.1% |
| 3M | +16.4% | +4.0% | +12.4% | +13.1% |
| 6M | +28.9% | +12.3% | +16.6% | +18.8% |
| YTD | +21.7% | +14.0% | +7.7% | +10.9% |
| 1Y | +12.7% | +20.3% | -7.6% | -1.0% |
| 3Y | +5.1% | +75.4% | -70.4% | -28.8% |
| 5Y | +10.4% | +66.0% | -55.6% | -23.4% |
| 10Y | +291.8% | +228.2% | +63.6% | +72.4% |
| All | +1,496.8% | +368.8% | +1,128.0% | +431.0% |
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