+255.5%
CHAT vs VOO
+93.9%
+161.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.8% |
| 7D | +2.9% | +0.1% | +2.8% | +2.7% |
| 30D | +0.5% | +0.1% | +0.4% | +0.5% |
| 3M | -10.6% | +2.0% | -12.7% | -12.7% |
| 6M | +43.3% | +13.0% | +30.3% | +18.7% |
| YTD | +51.9% | +13.6% | +38.3% | +25.2% |
| 1Y | +72.2% | +20.1% | +52.2% | +30.3% |
| 3Y | +216.5% | +77.6% | +138.9% | +29.0% |
| All | +255.5% | +93.9% | +161.6% | +27.6% |
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