-58.6%
CHA vs VOO
+47.4%
-106.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.5% | +8.2% |
| 7D | +5.5% | +0.5% | +5.0% | +5.2% |
| 30D | +23.7% | -0.9% | +24.6% | +24.1% |
| 3M | +11.6% | +3.9% | +7.7% | +8.9% |
| 6M | +16.4% | +14.5% | +1.8% | +5.7% |
| YTD | +8.3% | +13.0% | -4.7% | -0.3% |
| 1Y | -21.5% | +19.4% | -40.9% | -31.4% |
| All | -58.6% | +47.4% | -106.0% | -66.5% |
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