+199.3%
CHY price history and return analytics
+229.8%
-30.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.9% |
| 7D | -2.3% | -1.1% | -1.2% | -1.3% |
| 30D | -6.4% | -1.0% | -5.4% | -5.6% |
| 3M | -0.1% | +3.2% | -3.3% | -2.9% |
| 6M | +13.9% | +12.5% | +1.4% | +2.3% |
| YTD | +17.4% | +14.1% | +3.4% | +4.0% |
| 1Y | +23.9% | +18.9% | +5.0% | +5.6% |
| 3Y | +47.0% | +74.1% | -27.0% | -13.3% |
| 5Y | +26.2% | +66.9% | -40.7% | -22.9% |
| All | +199.3% | +229.8% | -30.5% | -2.7% |
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