-99.5%
CHRN vs VOO
+418.0%
-517.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +8.1% | +0.1% | +8.0% | +8.1% |
| 30D | -13.3% | +0.1% | -13.4% | -13.3% |
| 3M | -13.3% | +2.0% | -15.3% | -13.6% |
| 6M | +90.1% | +13.0% | +77.0% | +76.1% |
| YTD | +134.5% | +13.6% | +120.9% | +117.2% |
| 1Y | +399.0% | +20.1% | +378.9% | +347.4% |
| 3Y | +50.1% | +77.6% | -27.5% | +2.7% |
| 5Y | -71.6% | +82.4% | -154.1% | -81.1% |
| 10Y | -97.7% | +316.8% | -414.5% | -99.1% |
| All | -99.5% | +418.0% | -517.4% | -99.8% |
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