+169.3%
CHRW price history and return analytics
+221.4%
-52.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.0% |
| 7D | +1.9% | +1.0% | +0.9% | +1.3% |
| 30D | +0.9% | -0.2% | +1.2% | +1.1% |
| 3M | -19.9% | +4.5% | -24.4% | -22.4% |
| 6M | -15.8% | +14.1% | -29.9% | -23.1% |
| YTD | -5.6% | +14.8% | -20.3% | -13.9% |
| 1Y | +21.0% | +21.2% | -0.2% | +6.4% |
| 3Y | +86.0% | +76.6% | +9.5% | +27.1% |
| 5Y | +88.6% | +66.6% | +22.0% | +32.5% |
| 10Y | +169.3% | +222.3% | -53.0% | +24.5% |
| All | +169.3% | +221.4% | -52.1% | +24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling