-98.3%
CHR vs VOO
+20.9%
-119.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.7% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -1.1% | +0.1% | -1.2% | -1.2% |
| 3M | -27.9% | +2.0% | -29.9% | -29.5% |
| 6M | -49.3% | +13.0% | -62.3% | -55.9% |
| YTD | -53.6% | +13.6% | -67.2% | -59.8% |
| 1Y | -98.3% | +20.1% | -118.3% | -97.9% |
| All | -98.3% | +20.9% | -119.2% | -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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling