+289.0%
CHMG vs VOO
+325.3%
-36.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.4% |
| 7D | +0.3% | -0.8% | +1.1% | +0.9% |
| 30D | +2.3% | -1.1% | +3.4% | +3.2% |
| 3M | +18.1% | +3.9% | +14.2% | +14.1% |
| 6M | +62.4% | +13.6% | +48.8% | +44.9% |
| YTD | +54.3% | +12.7% | +41.5% | +38.6% |
| 1Y | +62.9% | +17.6% | +45.3% | +40.9% |
| 3Y | +130.5% | +77.3% | +53.2% | +38.2% |
| 5Y | +111.6% | +84.1% | +27.5% | +17.0% |
| All | +289.0% | +325.3% | -36.3% | -4.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling