-53.1%
CHCT vs VT
+59.8%
-112.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.3% |
| 7D | +3.4% | -0.7% | +4.1% | +3.7% |
| 30D | +10.9% | -1.7% | +12.7% | +11.9% |
| 3M | +1.9% | -2.3% | +4.2% | +3.0% |
| 6M | -8.9% | +1.5% | -10.5% | -10.3% |
| YTD | -1.1% | +12.0% | -13.1% | -8.5% |
| 1Y | +10.0% | +12.9% | -2.8% | +1.2% |
| 3Y | -23.9% | +74.9% | -98.8% | -47.7% |
| 5Y | -53.1% | +59.9% | -113.0% | -65.8% |
| All | -53.1% | +59.8% | -112.8% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling