-100.0%
CHR vs VOO
+195.3%
-295.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -5.0% |
| 7D | -6.5% | -0.6% | -5.9% | -5.9% |
| 30D | -14.6% | -3.6% | -10.9% | -12.9% |
| 3M | -34.2% | -2.7% | -31.5% | -33.2% |
| 6M | -26.3% | +2.2% | -28.5% | -26.6% |
| YTD | -66.4% | +10.9% | -77.3% | -67.5% |
| 1Y | -85.7% | +11.3% | -97.0% | -86.2% |
| 3Y | -99.8% | +76.9% | -176.7% | -99.8% |
| 5Y | -99.9% | +73.5% | -173.5% | -100.0% |
| All | -100.0% | +195.3% | -295.3% | -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