+214.2%
CHRW vs VOO
+817.1%
-602.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -3.5% | +0.1% | -3.5% | -3.5% |
| 3M | -19.4% | +2.0% | -21.4% | -20.7% |
| 6M | -21.4% | +13.0% | -34.4% | -28.1% |
| YTD | -7.1% | +13.6% | -20.7% | -15.2% |
| 1Y | +17.8% | +20.1% | -2.3% | +3.3% |
| 3Y | +78.8% | +77.6% | +1.2% | +17.5% |
| 5Y | +83.5% | +82.4% | +1.1% | +17.2% |
| 10Y | +160.2% | +316.8% | -156.6% | -14.3% |
| All | +214.2% | +817.1% | -602.9% | -48.3% |
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 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