+31.6%
CHD vs VOO
+72.6%
-41.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +3.6% | +2.6% | +1.1% | +3.1% |
| 30D | +10.4% | -2.0% | +12.4% | +10.8% |
| 3M | +12.2% | -2.8% | +14.9% | +12.7% |
| 6M | +19.9% | +2.2% | +17.8% | +19.2% |
| YTD | +36.4% | +11.5% | +24.9% | +32.9% |
| 1Y | +35.1% | +13.5% | +21.6% | +31.1% |
| 3Y | +29.2% | +78.1% | -48.9% | +8.8% |
| All | +31.6% | +72.6% | -41.0% | +7.3% |
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 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