+4.0%
CHE vs VOO
+77.4%
-73.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -0.7% | -0.8% | 0.0% | -0.6% |
| 30D | -4.5% | -1.1% | -3.4% | -4.3% |
| 3M | +22.8% | +3.9% | +18.9% | +21.4% |
| 6M | +28.5% | +13.6% | +14.8% | +23.4% |
| YTD | +21.1% | +12.7% | +8.4% | +16.5% |
| 1Y | +13.3% | +17.6% | -4.3% | +7.5% |
| 3Y | +4.0% | +77.3% | -73.4% | -11.1% |
| All | +4.0% | +77.4% | -73.4% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling