+400.1%
CHW vs VOO
+807.8%
-407.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | +0.4% | -0.4% | +0.7% | +0.7% |
| 30D | -0.6% | -1.4% | +0.8% | +0.7% |
| 3M | +1.5% | +3.7% | -2.2% | -1.9% |
| 6M | +18.1% | +13.0% | +5.0% | +5.8% |
| YTD | +21.0% | +12.4% | +8.6% | +8.9% |
| 1Y | +26.5% | +18.6% | +7.9% | +8.4% |
| 3Y | +90.0% | +78.1% | +12.0% | +11.7% |
| 5Y | +29.2% | +82.3% | -53.1% | -26.1% |
| 10Y | +204.0% | +322.5% | -118.6% | -19.1% |
| All | +400.1% | +807.8% | -407.7% | -31.1% |
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 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