+63.2%
CHCT vs VOO
+338.9%
-275.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | -11.2% | +2.0% | -13.2% | -13.1% |
| 6M | -8.6% | +13.0% | -21.6% | -18.0% |
| YTD | -1.2% | +13.6% | -14.8% | -11.8% |
| 1Y | +7.8% | +20.1% | -12.2% | -8.5% |
| 3Y | -39.5% | +77.6% | -117.0% | -64.4% |
| 5Y | -55.3% | +82.4% | -137.8% | -74.9% |
| 10Y | +23.8% | +316.8% | -293.0% | -63.3% |
| All | +63.2% | +338.9% | -275.7% | -53.0% |
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