+289.0%
CHMG price history and return analytics
+229.8%
+59.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.5% |
| 7D | +0.3% | -1.1% | +1.4% | +1.3% |
| 30D | +2.3% | -1.0% | +3.3% | +3.2% |
| 3M | +18.1% | +3.2% | +14.9% | +14.4% |
| 6M | +62.4% | +12.5% | +49.9% | +44.4% |
| YTD | +54.3% | +14.1% | +40.2% | +35.3% |
| 1Y | +62.9% | +18.9% | +44.0% | +37.2% |
| 3Y | +130.5% | +74.1% | +56.4% | +34.2% |
| 5Y | +111.6% | +66.9% | +44.8% | +24.8% |
| All | +289.0% | +229.8% | +59.2% | +15.0% |
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 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