+102.2%
CHSCN price history and return analytics
+239.1%
-136.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.4% |
| 7D | -4.5% | +2.4% | -6.8% | -5.2% |
| 30D | -5.5% | -1.5% | -4.0% | -5.1% |
| 3M | -9.6% | -4.1% | -5.5% | -8.5% |
| 6M | -8.5% | +0.6% | -9.0% | -8.8% |
| YTD | -5.4% | +11.0% | -16.4% | -8.8% |
| 1Y | -4.6% | +13.3% | -18.0% | -8.7% |
| 3Y | +9.2% | +73.4% | -64.2% | -10.3% |
| 5Y | +14.0% | +57.4% | -43.4% | -3.5% |
| 10Y | +61.5% | +221.7% | -160.2% | +1.9% |
| All | +102.2% | +239.1% | -136.8% | +26.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling