-92.3%
CHNR vs VOO
+82.8%
-175.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +3.7% |
| 7D | +1.8% | -0.8% | +2.6% | +2.2% |
| 30D | -2.5% | -1.1% | -1.4% | -1.9% |
| 3M | +8.2% | +3.9% | +4.3% | +6.2% |
| 6M | +13.7% | +13.6% | +0.1% | +7.3% |
| YTD | +10.6% | +12.7% | -2.2% | +4.7% |
| 1Y | -2.9% | +17.6% | -20.5% | -9.4% |
| 3Y | -73.5% | +77.3% | -150.9% | -78.8% |
| All | -92.3% | +82.8% | -175.2% | -94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling