+259.7%
CHPS price history and return analytics
+72.7%
+187.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -0.6% |
| 7D | +3.5% | -2.0% | +5.5% | +7.9% |
| 30D | -0.7% | -1.4% | +0.7% | +2.4% |
| 3M | -3.9% | +4.7% | -8.6% | -10.7% |
| 6M | +51.7% | +11.4% | +40.3% | +27.3% |
| YTD | +77.2% | +13.1% | +64.2% | +45.5% |
| 1Y | +130.9% | +19.0% | +111.9% | +73.5% |
| All | +259.7% | +72.7% | +187.1% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling