+991.5%
CHE vs VOO
+807.8%
+183.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -1.0% | -0.4% | -0.7% | -0.8% |
| 30D | -5.5% | -1.4% | -4.1% | -4.6% |
| 3M | +16.4% | +3.7% | +12.6% | +13.0% |
| 6M | +28.9% | +13.0% | +15.8% | +17.2% |
| YTD | +21.7% | +12.4% | +9.2% | +10.9% |
| 1Y | +12.7% | +18.6% | -5.9% | -1.4% |
| 3Y | +5.1% | +78.1% | -73.0% | -33.9% |
| 5Y | +10.4% | +82.3% | -71.9% | -33.2% |
| 10Y | +291.8% | +322.5% | -30.7% | +11.5% |
| All | +991.5% | +807.8% | +183.7% | +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 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