+51.9%
CHIQ price history and return analytics
+229.8%
-177.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.3% |
| 7D | -4.9% | -1.1% | -3.7% | -3.7% |
| 30D | -9.6% | -1.0% | -8.6% | -8.7% |
| 3M | -7.0% | +3.2% | -10.2% | -10.3% |
| 6M | -18.0% | +12.5% | -30.5% | -28.2% |
| YTD | -23.1% | +14.1% | -37.1% | -33.6% |
| 1Y | -29.4% | +18.9% | -48.3% | -41.7% |
| 3Y | -8.7% | +74.1% | -82.8% | -49.9% |
| 5Y | -42.9% | +66.9% | -109.7% | -66.8% |
| All | +51.9% | +229.8% | -177.9% | -53.7% |
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