-99.9%
CHR vs VOO
+72.6%
-172.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.1% |
| 7D | +3.3% | +2.6% | +0.7% | +1.9% |
| 30D | -23.8% | -2.0% | -21.8% | -22.6% |
| 3M | -33.9% | -2.8% | -31.1% | -32.5% |
| 6M | -19.4% | +2.2% | -21.5% | -19.8% |
| YTD | -67.4% | +11.5% | -79.0% | -69.0% |
| 1Y | -83.3% | +13.5% | -96.8% | -84.3% |
| 3Y | -99.8% | +78.1% | -177.9% | -99.8% |
| All | -99.9% | +72.6% | -172.5% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling