+350.6%
CHY vs VOO
+802.4%
-451.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -1.2% | -2.0% | +0.8% | +0.3% |
| 30D | -5.0% | -1.7% | -3.4% | -3.8% |
| 3M | +1.4% | +4.7% | -3.3% | -2.1% |
| 6M | +12.9% | +12.6% | +0.3% | +3.2% |
| YTD | +17.5% | +11.8% | +5.7% | +8.0% |
| 1Y | +24.6% | +17.5% | +7.1% | +10.2% |
| 3Y | +47.4% | +77.0% | -29.6% | -6.1% |
| 5Y | +26.2% | +82.6% | -56.4% | -22.0% |
| 10Y | +204.4% | +320.0% | -115.6% | +4.0% |
| All | +350.6% | +802.4% | -451.7% | +4.2% |
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