+746.4%
CHCO vs VOO
+810.0%
-63.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.5% |
| 7D | -1.1% | -0.8% | -0.3% | -0.5% |
| 30D | -2.2% | -1.1% | -1.1% | -1.3% |
| 3M | +12.7% | +3.9% | +8.8% | +8.8% |
| 6M | +23.8% | +13.6% | +10.2% | +10.1% |
| YTD | +23.3% | +12.7% | +10.6% | +10.3% |
| 1Y | +16.9% | +17.6% | -0.7% | +0.6% |
| 3Y | +73.9% | +77.3% | -3.4% | +2.6% |
| 5Y | +123.9% | +84.1% | +39.7% | +24.1% |
| 10Y | +285.8% | +323.5% | -37.7% | -13.4% |
| All | +746.4% | +810.0% | -63.6% | -35.3% |
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