-81.2%
CHRN price history and return analytics
+57.4%
-138.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +5.2% |
| 7D | -10.8% | +0.4% | -11.2% | -10.7% |
| 30D | -37.5% | -2.6% | -34.9% | -35.0% |
| 3M | -44.5% | -3.2% | -41.2% | -41.8% |
| 6M | -25.4% | +0.9% | -26.3% | -23.5% |
| YTD | +34.5% | +11.3% | +23.2% | +27.4% |
| 1Y | +148.8% | +14.0% | +134.8% | +132.5% |
| 3Y | -44.3% | +75.8% | -120.1% | -61.6% |
| 5Y | -81.2% | +57.8% | -139.0% | -85.5% |
| All | -81.2% | +57.4% | -138.6% | -85.5% |
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