-22.5%
CHCT vs VT
+74.0%
-96.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | +2.3% | +2.4% | -0.1% | +1.2% |
| 30D | +14.3% | -1.5% | +15.8% | +14.9% |
| 3M | +1.8% | -4.1% | +5.9% | +3.7% |
| 6M | -9.5% | +0.6% | -10.0% | -10.2% |
| YTD | -0.9% | +11.0% | -11.9% | -7.3% |
| 1Y | +11.8% | +13.3% | -1.5% | +3.2% |
| 3Y | -22.5% | +73.4% | -95.9% | -52.7% |
| All | -22.5% | +74.0% | -96.5% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling