-100.0%
CHR price history and return analytics
+53.4%
-153.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | -10.4% | -2.3% | -8.1% | -8.4% |
| 30D | -19.9% | -5.0% | -14.9% | -16.7% |
| 3M | -34.9% | -4.9% | -30.1% | -32.4% |
| 6M | -32.8% | -1.5% | -31.2% | -31.6% |
| YTD | -68.5% | +8.5% | -77.0% | -69.7% |
| 1Y | -86.6% | +11.4% | -97.9% | -87.3% |
| 3Y | -99.8% | +70.1% | -169.8% | -99.8% |
| All | -100.0% | +53.4% | -153.4% | -100.0% |
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 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