+350.5%
CHH vs VOO
+802.4%
-451.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -1.2% | -2.0% | +0.8% | +0.7% |
| 30D | -4.3% | -1.7% | -2.6% | -2.8% |
| 3M | -5.5% | +4.7% | -10.3% | -9.8% |
| 6M | +2.9% | +12.6% | -9.7% | -8.4% |
| YTD | +4.0% | +11.8% | -7.8% | -6.8% |
| 1Y | -11.7% | +17.5% | -29.2% | -24.7% |
| 3Y | -22.0% | +77.0% | -99.0% | -55.3% |
| 5Y | -13.8% | +82.6% | -96.4% | -52.2% |
| 10Y | +130.5% | +320.0% | -189.5% | -41.8% |
| All | +350.5% | +802.4% | -451.9% | -50.3% |
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