-98.2%
CHR vs VOO
+21.4%
-119.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +1.6% |
| 7D | 0.0% | +0.3% | -0.3% | -0.3% |
| 30D | -7.6% | +0.2% | -7.9% | -7.9% |
| 3M | -35.7% | +2.8% | -38.5% | -37.7% |
| 6M | -49.9% | +14.3% | -64.1% | -56.7% |
| YTD | -52.6% | +14.0% | -66.6% | -59.1% |
| All | -98.2% | +21.4% | -119.6% | -97.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling