+1,778.7%
CHDN vs VOO
+800.4%
+978.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +1.8% | +2.6% | -0.8% | -1.2% |
| 30D | +24.6% | -2.0% | +26.6% | +26.7% |
| 3M | +12.1% | -2.8% | +14.8% | +15.1% |
| 6M | +16.5% | +2.2% | +14.4% | +12.4% |
| YTD | -12.4% | +11.5% | -23.9% | -23.9% |
| 1Y | +0.3% | +13.5% | -13.2% | -15.0% |
| 3Y | -14.8% | +78.1% | -92.9% | -59.0% |
| 5Y | -11.9% | +73.1% | -85.1% | -55.9% |
| 10Y | +340.6% | +310.7% | +29.9% | -11.4% |
| All | +1,778.7% | +800.4% | +978.3% | +47.0% |
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