-22.7%
CHCT price history and return analytics
+75.6%
-98.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.2% |
| 7D | +3.4% | -0.7% | +4.1% | +3.7% |
| 30D | +10.9% | -1.7% | +12.7% | +11.7% |
| 3M | +1.9% | -2.3% | +4.2% | +2.8% |
| 6M | -8.9% | +1.5% | -10.5% | -10.1% |
| YTD | -1.1% | +12.0% | -13.1% | -7.9% |
| 1Y | +10.0% | +12.9% | -2.8% | +1.9% |
| All | -22.7% | +75.6% | -98.3% | -53.1% |
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 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