+317.6%
VOO vs CHD
+126.1%
+191.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.8% | -4.5% | +3.7% | +0.3% |
| 30D | -1.1% | -6.7% | +5.6% | +0.5% |
| 3M | +3.9% | -2.7% | +6.6% | +4.4% |
| 6M | +13.6% | -4.9% | +18.6% | +14.6% |
| YTD | +12.7% | +13.3% | -0.6% | +8.5% |
| 1Y | +17.6% | +1.0% | +16.6% | +16.4% |
| 3Y | +77.3% | +1.3% | +76.0% | +72.7% |
| 5Y | +84.1% | +20.8% | +63.3% | +66.7% |
| All | +317.6% | +126.1% | +191.5% | +223.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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