+63.7%
CHCT vs VOO
+330.9%
-267.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.5% |
| 7D | +2.3% | +2.6% | -0.3% | +0.1% |
| 30D | +14.3% | -2.0% | +16.2% | +15.8% |
| 3M | +1.8% | -2.8% | +4.6% | +3.8% |
| 6M | -9.5% | +2.2% | -11.6% | -11.8% |
| YTD | -0.9% | +11.5% | -12.4% | -10.5% |
| 1Y | +11.8% | +13.5% | -1.7% | -0.7% |
| 3Y | -22.5% | +78.1% | -100.6% | -54.8% |
| 5Y | -52.4% | +73.1% | -125.5% | -71.9% |
| 10Y | +36.7% | +310.7% | -274.0% | -59.0% |
| All | +63.7% | +330.9% | -267.2% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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