+23.6%
CHCT vs VT
+222.7%
-199.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.3% | +0.4% | -0.1% | -0.1% |
| 30D | -0.3% | +1.0% | -1.3% | -1.3% |
| 3M | -11.2% | +2.4% | -13.6% | -13.7% |
| 6M | -8.6% | +12.0% | -20.6% | -18.8% |
| YTD | -1.2% | +15.3% | -16.5% | -14.9% |
| 1Y | +7.8% | +22.6% | -14.8% | -12.8% |
| 3Y | -39.5% | +74.7% | -114.1% | -66.6% |
| 5Y | -55.3% | +66.1% | -121.5% | -74.3% |
| All | +23.6% | +222.7% | -199.2% | -67.4% |
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