+443.4%
CHY price history and return analytics
+371.8%
+71.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | +1.5% | +1.0% | +0.5% | +0.7% |
| 30D | -1.4% | -0.2% | -1.2% | -1.2% |
| 3M | +2.9% | +4.5% | -1.6% | -0.3% |
| 6M | +16.7% | +14.1% | +2.7% | +6.2% |
| YTD | +20.2% | +14.8% | +5.5% | +8.8% |
| 1Y | +28.7% | +21.2% | +7.5% | +12.0% |
| 3Y | +50.8% | +76.6% | -25.7% | -0.7% |
| 5Y | +29.4% | +66.6% | -37.2% | -11.3% |
| 10Y | +200.7% | +222.3% | -21.6% | +33.7% |
| All | +443.4% | +371.8% | +71.6% | +110.0% |
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