+177.7%
CHRW vs VOO
+321.7%
-144.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.7% |
| 7D | +4.4% | -2.0% | +6.3% | +5.7% |
| 30D | +5.5% | -1.7% | +7.2% | +6.6% |
| 3M | -17.3% | +4.7% | -22.0% | -19.9% |
| 6M | -12.7% | +12.6% | -25.2% | -19.4% |
| YTD | -4.1% | +11.8% | -15.9% | -10.9% |
| 1Y | +21.2% | +17.5% | +3.7% | +9.0% |
| 3Y | +88.9% | +77.0% | +11.9% | +29.4% |
| 5Y | +93.1% | +82.6% | +10.5% | +28.4% |
| All | +177.7% | +321.7% | -144.1% | +4.2% |
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