+282.6%
CHCI price history and return analytics
+65.7%
+216.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.2% |
| 7D | +3.2% | -0.1% | +3.3% | +3.3% |
| 30D | +37.5% | -0.7% | +38.2% | +38.1% |
| 3M | +32.8% | +4.0% | +28.8% | +30.3% |
| 6M | +79.0% | +12.3% | +66.7% | +68.8% |
| YTD | +77.8% | +14.0% | +63.8% | +66.4% |
| 1Y | +26.2% | +20.3% | +5.9% | +15.2% |
| 3Y | +387.3% | +75.4% | +311.8% | +275.8% |
| 5Y | +282.6% | +66.0% | +216.6% | +218.1% |
| All | +282.6% | +65.7% | +216.9% | +218.1% |
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