-100.0%
CHR vs VOO
+200.7%
-300.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +0.6% | +0.5% | 0.0% | +0.4% |
| 30D | -3.3% | -0.9% | -2.3% | -2.9% |
| 3M | -13.6% | +3.9% | -17.5% | -15.0% |
| 6M | -46.1% | +14.5% | -60.6% | -48.8% |
| YTD | -53.6% | +13.0% | -66.6% | -55.7% |
| 1Y | -98.3% | +19.4% | -117.7% | -98.4% |
| 3Y | -99.7% | +78.9% | -178.6% | -99.8% |
| 5Y | -99.9% | +82.3% | -182.2% | -100.0% |
| All | -100.0% | +200.7% | -300.7% | -100.0% |
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 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