+1,540.4%
CHDN vs VOO
+817.1%
+723.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.1% |
| 7D | -3.1% | +0.1% | -3.3% | -3.2% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +1.1% | +2.0% | -1.0% | -1.7% |
| 6M | -4.1% | +13.0% | -17.1% | -17.4% |
| YTD | -23.5% | +13.6% | -37.1% | -34.6% |
| 1Y | -14.3% | +20.1% | -34.3% | -31.7% |
| 3Y | -30.3% | +77.6% | -107.8% | -66.1% |
| 5Y | -18.4% | +82.4% | -100.8% | -61.5% |
| 10Y | +265.1% | +316.8% | -51.7% | -27.5% |
| All | +1,540.4% | +817.1% | +723.3% | +26.4% |
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