+478.3%
CHMG price history and return analytics
+364.8%
+113.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.4% |
| 7D | +0.3% | -2.0% | +2.3% | +1.0% |
| 30D | +3.2% | -1.4% | +4.6% | +3.7% |
| 3M | +18.0% | +4.7% | +13.3% | +15.9% |
| 6M | +60.6% | +11.4% | +49.3% | +54.1% |
| YTD | +53.7% | +13.1% | +40.7% | +46.7% |
| 1Y | +65.3% | +19.0% | +46.3% | +54.8% |
| 3Y | +129.5% | +73.9% | +55.6% | +88.7% |
| 5Y | +110.9% | +65.4% | +45.5% | +74.8% |
| 10Y | +305.5% | +225.4% | +80.1% | +190.5% |
| All | +478.3% | +364.8% | +113.5% | +313.8% |
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