+668.4%
CHD vs VOO
+812.0%
-143.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.8% |
| 7D | -2.9% | +0.5% | -3.4% | -3.1% |
| 30D | -6.2% | -0.9% | -5.3% | -5.8% |
| 3M | +1.6% | +3.9% | -2.3% | -0.2% |
| 6M | -3.5% | +14.5% | -18.1% | -9.3% |
| YTD | +16.2% | +13.0% | +3.3% | +9.8% |
| 1Y | +3.4% | +19.4% | -16.0% | -4.8% |
| 3Y | +4.6% | +78.9% | -74.3% | -21.7% |
| 5Y | +21.1% | +82.3% | -61.1% | -11.4% |
| 10Y | +126.5% | +314.2% | -187.7% | +1.0% |
| All | +668.4% | +812.0% | -143.5% | +121.6% |
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