-100.0%
CHR vs VOO
+196.3%
-296.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +2.3% | +10.0% | +11.4% |
| 7D | -1.4% | +0.1% | -1.5% | -1.1% |
| 30D | -9.9% | -3.3% | -6.6% | -8.4% |
| 3M | -26.1% | -2.4% | -23.7% | -25.1% |
| 6M | -22.3% | +2.6% | -24.9% | -22.7% |
| YTD | -64.6% | +11.3% | -75.9% | -65.8% |
| 1Y | -84.9% | +13.4% | -98.3% | -85.5% |
| 3Y | -99.7% | +80.3% | -180.0% | -99.8% |
| 5Y | -99.9% | +72.7% | -172.7% | -100.0% |
| All | -100.0% | +196.3% | -296.3% | -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