+115.5%
CHCI vs VOO
+812.0%
-696.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +5.7% | +0.5% | +5.2% | +5.4% |
| 30D | +40.3% | -0.9% | +41.2% | +41.0% |
| 3M | +35.9% | +3.9% | +32.0% | +33.4% |
| 6M | +81.6% | +14.5% | +67.0% | +69.7% |
| YTD | +80.5% | +13.0% | +67.5% | +69.9% |
| 1Y | +21.6% | +19.4% | +2.1% | +11.4% |
| 3Y | +394.6% | +78.9% | +315.7% | +268.4% |
| 5Y | +283.4% | +82.3% | +201.1% | +179.6% |
| 10Y | +889.2% | +314.2% | +574.9% | +352.7% |
| All | +115.5% | +812.0% | -696.5% | -49.1% |
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