+567.9%
CHMG vs VOO
+802.4%
-234.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | +0.3% | -2.0% | +2.3% | +1.6% |
| 30D | +3.2% | -1.7% | +4.9% | +4.3% |
| 3M | +18.0% | +4.7% | +13.2% | +14.3% |
| 6M | +60.6% | +12.6% | +48.1% | +48.3% |
| YTD | +53.7% | +11.8% | +42.0% | +42.6% |
| 1Y | +65.3% | +17.5% | +47.7% | +48.2% |
| 3Y | +129.5% | +77.0% | +52.5% | +57.6% |
| 5Y | +110.9% | +82.6% | +28.3% | +37.9% |
| 10Y | +305.5% | +320.0% | -14.5% | +76.2% |
| All | +567.9% | +802.4% | -234.5% | +158.6% |
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