-55.3%
CHCT price history and return analytics
+65.7%
-121.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.6% |
| 7D | -2.8% | -0.1% | -2.6% | -2.7% |
| 30D | -2.0% | -0.7% | -1.3% | -1.6% |
| 3M | -16.3% | +4.0% | -20.3% | -18.4% |
| 6M | -8.3% | +12.3% | -20.6% | -14.9% |
| YTD | -4.5% | +14.0% | -18.6% | -12.3% |
| 1Y | +2.8% | +20.3% | -17.5% | -8.8% |
| 3Y | -39.8% | +75.4% | -115.2% | -58.3% |
| 5Y | -55.3% | +66.0% | -121.3% | -68.7% |
| All | -55.3% | +65.7% | -121.0% | -68.7% |
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