+113.9%
CNH vs VOO
+314.4%
-200.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +0.4% |
| 7D | +6.7% | -0.9% | +7.6% | +8.0% |
| 30D | +7.2% | -2.3% | +9.6% | +10.2% |
| 3M | +17.5% | -1.2% | +18.7% | +18.9% |
| 6M | +15.0% | +3.3% | +11.6% | +10.5% |
| YTD | +36.8% | +12.3% | +24.5% | +19.4% |
| 1Y | +27.6% | +12.5% | +15.1% | +11.2% |
| 3Y | +34.3% | +79.2% | -44.9% | -32.8% |
| 5Y | -12.2% | +75.7% | -87.9% | -55.0% |
| 10Y | +113.9% | +313.7% | -199.8% | -60.1% |
| All | +113.9% | +314.4% | -200.5% | -60.1% |
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