+250.6%
CHDN vs VOO
+325.3%
-74.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.3% |
| 7D | -3.7% | -0.8% | -2.9% | -2.7% |
| 30D | -5.3% | -1.1% | -4.2% | -4.0% |
| 3M | -3.7% | +3.9% | -7.6% | -8.3% |
| 6M | -2.5% | +13.6% | -16.1% | -17.5% |
| YTD | -26.3% | +12.7% | -39.0% | -37.0% |
| 1Y | -14.8% | +17.6% | -32.4% | -31.3% |
| 3Y | -28.2% | +77.3% | -105.6% | -67.1% |
| 5Y | -21.7% | +84.1% | -105.9% | -65.9% |
| All | +250.6% | +325.3% | -74.6% | -35.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling