+857.1%
CHEF price history and return analytics
+229.8%
+627.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.8% |
| 7D | -3.4% | -1.1% | -2.3% | -1.7% |
| 30D | -0.6% | -1.0% | +0.4% | +0.9% |
| 3M | +23.1% | +3.2% | +19.9% | +16.2% |
| 6M | +71.0% | +12.5% | +58.5% | +38.8% |
| YTD | +77.2% | +14.1% | +63.1% | +40.1% |
| 1Y | +67.4% | +18.9% | +48.5% | +22.5% |
| 3Y | +292.9% | +74.1% | +218.8% | +45.1% |
| 5Y | +302.8% | +66.9% | +235.9% | +59.0% |
| All | +857.1% | +229.8% | +627.3% | +62.2% |
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