+994.3%
CHCI price history and return analytics
+226.9%
+767.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +2.1% |
| 7D | +0.3% | -2.0% | +2.3% | +1.4% |
| 30D | +41.3% | -1.4% | +42.7% | +42.4% |
| 3M | +32.3% | +4.7% | +27.6% | +29.3% |
| 6M | +80.3% | +11.4% | +69.0% | +70.4% |
| YTD | +80.8% | +13.1% | +67.8% | +69.5% |
| 1Y | +13.6% | +19.0% | -5.4% | +3.8% |
| 3Y | +395.5% | +73.9% | +321.6% | +272.2% |
| 5Y | +297.2% | +65.4% | +231.8% | +204.1% |
| All | +994.3% | +226.9% | +767.4% | +551.9% |
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