+76.9%
VOO vs CHD
+1.8%
+75.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -0.4% | -4.2% | +3.8% | -0.3% |
| 30D | -1.4% | -7.6% | +6.2% | -1.3% |
| 3M | +3.7% | -1.6% | +5.3% | +3.8% |
| 6M | +13.0% | -6.3% | +19.4% | +13.1% |
| YTD | +12.4% | +14.6% | -2.2% | +12.1% |
| 1Y | +18.6% | +1.6% | +17.0% | +18.7% |
| All | +76.9% | +1.8% | +75.1% | +74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling