+72.6%
CHRW vs VOO
+78.8%
-6.2%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -3.4% | -0.6% | -2.8% | -3.0% |
| 30D | -9.4% | -3.6% | -5.7% | -7.3% |
| 3M | -12.6% | -2.7% | -9.9% | -11.3% |
| 6M | -24.2% | +2.2% | -26.4% | -25.5% |
| YTD | -18.9% | +10.9% | -29.8% | -24.4% |
| 1Y | -13.7% | +11.3% | -25.0% | -19.7% |
| 3Y | +72.6% | +76.9% | -4.3% | +18.3% |
| All | +72.6% | +78.8% | -6.2% | +18.3% |
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