+86.5%
CHSCM vs VOO
+364.9%
-278.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -4.4% | +2.6% | -7.0% | -5.1% |
| 30D | -6.5% | -2.0% | -4.5% | -6.0% |
| 3M | -11.8% | -2.8% | -9.1% | -11.2% |
| 6M | -12.3% | +2.2% | -14.5% | -13.0% |
| YTD | -9.3% | +11.5% | -20.9% | -12.2% |
| 1Y | -9.0% | +13.5% | -22.5% | -12.4% |
| 3Y | +5.7% | +78.1% | -72.4% | -11.7% |
| 5Y | +7.4% | +73.1% | -65.7% | -10.1% |
| 10Y | +53.1% | +310.7% | -257.7% | -3.1% |
| All | +86.5% | +364.9% | -278.4% | +16.6% |
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