-98.8%
CHRN vs VOO
+311.2%
-410.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.4% |
| 7D | +6.9% | +3.3% | +3.6% | +4.2% |
| 30D | -33.4% | -2.7% | -30.7% | -31.2% |
| 3M | -47.8% | -1.7% | -46.0% | -46.4% |
| 6M | -23.9% | +3.1% | -27.1% | -23.7% |
| YTD | +25.7% | +11.9% | +13.8% | +19.0% |
| 1Y | +99.3% | +12.1% | +87.2% | +89.2% |
| 3Y | -49.0% | +78.6% | -127.6% | -65.1% |
| 5Y | -81.5% | +73.8% | -155.3% | -87.1% |
| All | -98.8% | +311.2% | -410.0% | -99.6% |
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