+16.0%
CHSCN price history and return analytics
+59.8%
-43.7%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -1.8% |
| 7D | -2.8% | -0.7% | -2.1% | -2.7% |
| 30D | -5.3% | -1.7% | -3.6% | -5.1% |
| 3M | -7.7% | -2.3% | -5.4% | -7.4% |
| 6M | -7.0% | +1.5% | -8.5% | -7.2% |
| YTD | -3.8% | +12.0% | -15.8% | -5.4% |
| 1Y | -3.3% | +12.9% | -16.2% | -5.1% |
| 3Y | +11.7% | +74.9% | -63.3% | +1.7% |
| 5Y | +16.0% | +59.9% | -43.9% | +7.1% |
| All | +16.0% | +59.8% | -43.7% | +7.1% |
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 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