+129.9%
CHRW price history and return analytics
+221.8%
-91.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +7.3% | +2.4% | +4.9% | +5.7% |
| 30D | -3.6% | -1.5% | -2.1% | -2.6% |
| 3M | -9.6% | -4.1% | -5.5% | -7.2% |
| 6M | -17.0% | +0.6% | -17.6% | -17.7% |
| YTD | -15.4% | +11.0% | -26.5% | -21.4% |
| 1Y | -10.0% | +13.3% | -23.3% | -17.4% |
| 3Y | +82.2% | +73.4% | +8.8% | +25.7% |
| 5Y | +59.4% | +57.4% | +1.9% | +15.8% |
| All | +129.9% | +221.8% | -91.8% | +6.1% |
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