+102.0%
CHRN vs VOO
+79.1%
+22.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.7% |
| 7D | +19.3% | +0.5% | +18.7% | +18.5% |
| 30D | +0.6% | -0.9% | +1.6% | +1.8% |
| 3M | +11.5% | +3.9% | +7.6% | +7.5% |
| 6M | +85.1% | +14.5% | +70.5% | +63.7% |
| YTD | +143.7% | +13.0% | +130.8% | +119.4% |
| 1Y | +411.2% | +19.4% | +391.7% | +342.4% |
| 3Y | +102.0% | +78.9% | +23.1% | +16.6% |
| All | +102.0% | +79.1% | +22.9% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling