+237.6%
CHT vs VOO
+807.8%
-570.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +2.2% | -0.4% | +2.5% | +2.3% |
| 30D | +4.9% | -1.4% | +6.3% | +5.3% |
| 3M | +2.3% | +3.7% | -1.4% | +1.2% |
| 6M | +7.0% | +13.0% | -6.1% | +3.0% |
| YTD | +10.7% | +12.4% | -1.7% | +6.7% |
| 1Y | +4.0% | +18.6% | -14.6% | -1.4% |
| 3Y | +38.0% | +78.1% | -40.0% | +15.0% |
| 5Y | +34.2% | +82.3% | -48.1% | +9.9% |
| 10Y | +86.5% | +322.5% | -236.0% | +10.4% |
| All | +237.6% | +807.8% | -570.3% | +41.6% |
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