+260.0%
CHAT vs VOO
+91.9%
+168.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.6% |
| 7D | +6.1% | -0.4% | +6.4% | +6.7% |
| 30D | +3.2% | -1.4% | +4.6% | +5.8% |
| 3M | -0.4% | +3.7% | -4.1% | -5.7% |
| 6M | +41.9% | +13.0% | +28.8% | +17.6% |
| YTD | +53.8% | +12.4% | +41.4% | +29.0% |
| 1Y | +65.8% | +18.6% | +47.2% | +28.2% |
| 3Y | +229.7% | +78.1% | +151.6% | +33.6% |
| All | +260.0% | +91.9% | +168.0% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling