-58.6%
CHA vs VOO
+45.2%
-103.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | 0.0% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +11.7% | -3.3% | +15.0% | +13.4% |
| 3M | +23.5% | -2.4% | +25.9% | +24.8% |
| 6M | +19.9% | +2.6% | +17.3% | +17.7% |
| YTD | +8.1% | +11.3% | -3.2% | +0.2% |
| 1Y | -8.3% | +13.4% | -21.7% | -16.8% |
| All | -58.6% | +45.2% | -103.9% | -66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling