+200.4%
CHGX price history and return analytics
+168.3%
+32.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | -1.7% | -1.1% | -0.6% | -0.7% |
| 30D | -2.8% | -1.0% | -1.8% | -1.9% |
| 3M | +0.8% | +3.2% | -2.3% | -2.1% |
| 6M | +19.2% | +12.5% | +6.7% | +6.5% |
| YTD | +21.3% | +14.1% | +7.3% | +7.0% |
| 1Y | +22.2% | +18.9% | +3.3% | +3.6% |
| 3Y | +69.2% | +74.1% | -4.9% | 0.0% |
| 5Y | +57.8% | +66.9% | -9.1% | -2.9% |
| All | +200.4% | +168.3% | +32.1% | +25.0% |
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