+253.8%
CHAT vs VOO
+92.4%
+161.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | -0.2% |
| 7D | -0.5% | -0.8% | +0.3% | +0.9% |
| 30D | -3.8% | -1.1% | -2.8% | -1.9% |
| 3M | -3.6% | +3.9% | -7.5% | -9.0% |
| 6M | +36.3% | +13.6% | +22.7% | +12.0% |
| YTD | +51.2% | +12.7% | +38.5% | +26.3% |
| 1Y | +56.5% | +17.6% | +38.9% | +22.6% |
| 3Y | +221.4% | +77.3% | +144.1% | +31.3% |
| All | +253.8% | +92.4% | +161.4% | +28.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling