-97.9%
CHPT price history and return analytics
+65.7%
-163.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | -0.7% |
| 7D | -8.4% | -1.1% | -7.3% | -5.8% |
| 30D | +41.6% | -1.0% | +42.5% | +46.9% |
| 3M | +37.7% | +3.2% | +34.5% | +31.4% |
| 6M | +64.1% | +12.5% | +51.6% | +30.3% |
| YTD | +36.4% | +14.1% | +22.4% | +5.2% |
| 1Y | -9.9% | +18.9% | -28.8% | -36.2% |
| 3Y | -92.1% | +74.1% | -166.2% | -97.5% |
| All | -97.9% | +65.7% | -163.6% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling