+945.3%
CHCI vs VOO
+325.3%
+620.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.9% |
| 7D | -5.1% | -0.8% | -4.3% | -4.8% |
| 30D | +35.2% | -1.1% | +36.2% | +35.9% |
| 3M | +23.9% | +3.9% | +20.0% | +21.8% |
| 6M | +73.0% | +13.6% | +59.4% | +63.2% |
| YTD | +72.7% | +12.7% | +60.0% | +63.6% |
| 1Y | +21.0% | +17.6% | +3.5% | +12.6% |
| 3Y | +377.9% | +77.3% | +300.5% | +268.1% |
| 5Y | +279.4% | +84.1% | +195.3% | +184.5% |
| All | +945.3% | +325.3% | +620.0% | +464.8% |
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