-100.0%
CHR vs VOO
+189.5%
-289.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.4% |
| 7D | -10.4% | -2.7% | -7.7% | -9.0% |
| 30D | -19.9% | -5.4% | -14.5% | -17.8% |
| 3M | -34.9% | -4.1% | -30.9% | -33.6% |
| 6M | -32.8% | +0.7% | -33.5% | -32.7% |
| YTD | -68.5% | +8.7% | -77.2% | -69.3% |
| 1Y | -86.6% | +11.0% | -97.5% | -87.0% |
| 3Y | -99.8% | +75.5% | -175.2% | -99.8% |
| 5Y | -100.0% | +68.4% | -168.3% | -100.0% |
| All | -100.0% | +189.5% | -289.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling