+123.3%
CHSCL vs VOO
+361.4%
-238.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.3% | -0.4% | +0.7% | +0.4% |
| 30D | +0.3% | -1.4% | +1.7% | +0.6% |
| 3M | +0.7% | +3.7% | -3.0% | -0.1% |
| 6M | +2.8% | +13.0% | -10.3% | 0.0% |
| YTD | +4.1% | +12.4% | -8.3% | +1.4% |
| 1Y | +5.8% | +18.6% | -12.8% | +1.7% |
| 3Y | +23.1% | +78.1% | -55.0% | +7.0% |
| 5Y | +21.8% | +82.3% | -60.4% | +4.5% |
| 10Y | +71.8% | +322.5% | -250.7% | +18.4% |
| All | +123.3% | +361.4% | -238.2% | +53.2% |
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 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