+297.2%
CHCI vs VOO
+80.3%
+216.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | +0.3% | -2.0% | +2.3% | +1.2% |
| 30D | +41.3% | -1.7% | +43.0% | +42.4% |
| 3M | +32.3% | +4.7% | +27.6% | +29.8% |
| 6M | +80.3% | +12.6% | +67.8% | +71.2% |
| YTD | +80.8% | +11.8% | +69.0% | +72.2% |
| 1Y | +13.6% | +17.5% | -3.9% | +6.0% |
| 3Y | +395.5% | +77.0% | +318.5% | +292.3% |
| 5Y | +297.2% | +82.6% | +214.6% | +206.0% |
| All | +297.2% | +80.3% | +216.8% | +206.0% |
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