+193.0%
CHAT vs VOO
+91.7%
+101.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.3% | +3.4% | +2.3% |
| 7D | +1.4% | -0.9% | +2.3% | +3.6% |
| 30D | -17.7% | -2.3% | -15.4% | -13.3% |
| 3M | -16.4% | -1.2% | -15.3% | -13.6% |
| 6M | -15.0% | +3.3% | -18.3% | -17.6% |
| YTD | +25.2% | +12.3% | +12.9% | +6.4% |
| 1Y | +20.0% | +12.5% | +7.5% | +1.9% |
| 3Y | +165.9% | +79.2% | +86.8% | +7.3% |
| All | +193.0% | +91.7% | +101.2% | +8.5% |
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 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