-93.0%
CHGG vs VOO
+77.4%
-170.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.4% |
| 7D | -14.1% | -0.8% | -13.3% | -12.9% |
| 30D | -8.7% | -1.1% | -7.7% | -6.6% |
| 3M | -36.5% | +3.9% | -40.4% | -40.3% |
| 6M | +23.7% | +13.6% | +10.1% | +1.6% |
| YTD | -21.5% | +12.7% | -34.2% | -34.2% |
| 1Y | -54.4% | +17.6% | -72.0% | -63.5% |
| 3Y | -93.0% | +77.3% | -170.3% | -96.2% |
| All | -93.0% | +77.4% | -170.4% | -96.2% |
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