-89.4%
CHRS vs VOO
+357.0%
-446.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.4% |
| 7D | -2.2% | -2.0% | -0.2% | +0.6% |
| 30D | +10.7% | -1.7% | +12.4% | +13.2% |
| 3M | -1.5% | +4.7% | -6.2% | -8.0% |
| 6M | -31.3% | +12.6% | -43.8% | -41.4% |
| YTD | -5.6% | +11.8% | -17.4% | -18.6% |
| 1Y | +2.3% | +17.5% | -15.3% | -16.9% |
| 3Y | -72.6% | +77.0% | -149.6% | -86.7% |
| 5Y | -91.3% | +82.6% | -173.9% | -95.8% |
| 10Y | -95.5% | +320.0% | -415.5% | -99.3% |
| All | -89.4% | +357.0% | -446.3% | -98.5% |
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