+35.3%
CHCT price history and return analytics
+221.8%
-186.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | +2.3% | +2.4% | -0.1% | 0.0% |
| 30D | +14.3% | -1.5% | +15.8% | +15.6% |
| 3M | +1.8% | -4.1% | +5.9% | +5.4% |
| 6M | -9.5% | +0.6% | -10.0% | -10.9% |
| YTD | -0.9% | +11.0% | -11.9% | -11.8% |
| 1Y | +11.8% | +13.3% | -1.5% | -2.6% |
| 3Y | -22.5% | +73.4% | -95.9% | -57.1% |
| 5Y | -52.4% | +57.4% | -109.8% | -71.0% |
| All | +35.3% | +221.8% | -186.5% | -59.5% |
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