+1,030.9%
CAH vs VOO
+812.0%
+218.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.3% |
| 7D | +0.5% | +0.5% | -0.1% | +0.1% |
| 30D | +1.7% | -0.9% | +2.7% | +2.4% |
| 3M | +17.9% | +3.9% | +14.0% | +14.2% |
| 6M | +10.9% | +14.5% | -3.6% | -0.5% |
| YTD | +17.9% | +13.0% | +4.9% | +6.6% |
| 1Y | +61.7% | +19.4% | +42.3% | +39.6% |
| 3Y | +183.7% | +78.9% | +104.9% | +72.9% |
| 5Y | +401.3% | +82.3% | +319.1% | +194.2% |
| 10Y | +293.7% | +314.2% | -20.6% | +8.1% |
| All | +1,030.9% | +812.0% | +218.9% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling