-45.7%
CHAU vs VOO
+341.9%
-387.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.1% |
| 7D | -3.1% | -0.8% | -2.3% | -2.1% |
| 30D | -7.9% | -1.1% | -6.8% | -6.6% |
| 3M | -9.5% | +3.9% | -13.4% | -13.5% |
| 6M | -5.2% | +13.6% | -18.8% | -18.7% |
| YTD | -0.3% | +12.7% | -13.0% | -13.6% |
| 1Y | +4.6% | +17.6% | -13.0% | -14.1% |
| 3Y | +33.7% | +77.3% | -43.7% | -38.4% |
| 5Y | -43.0% | +84.1% | -127.2% | -75.9% |
| 10Y | +27.1% | +323.5% | -296.4% | -89.3% |
| All | -45.7% | +341.9% | -387.6% | -95.5% |
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