+58.5%
CHSCM vs VOO
+311.2%
-252.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.4% |
| 7D | -4.5% | +3.3% | -7.8% | -5.4% |
| 30D | -7.4% | -2.7% | -4.7% | -6.7% |
| 3M | -11.9% | -1.7% | -10.2% | -11.5% |
| 6M | -12.5% | +3.1% | -15.6% | -13.4% |
| YTD | -9.5% | +11.9% | -21.4% | -12.6% |
| 1Y | -8.9% | +12.1% | -21.0% | -12.1% |
| 3Y | +6.4% | +78.6% | -72.1% | -12.3% |
| 5Y | +7.3% | +73.8% | -66.5% | -11.3% |
| All | +58.5% | +311.2% | -252.7% | -7.1% |
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