+822.6%
VOO vs CHD
+661.9%
+160.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.5% | +0.1% |
| 7D | +0.5% | -2.9% | +3.4% | +1.4% |
| 30D | -0.9% | -6.2% | +5.3% | +0.9% |
| 3M | +3.9% | +1.6% | +2.3% | +3.1% |
| 6M | +14.5% | -3.5% | +18.1% | +15.3% |
| YTD | +13.0% | +16.2% | -3.3% | +6.8% |
| 1Y | +19.4% | +3.4% | +16.0% | +16.9% |
| 3Y | +78.9% | +4.6% | +74.3% | +71.2% |
| 5Y | +82.3% | +21.1% | +61.1% | +62.0% |
| 10Y | +314.2% | +126.5% | +187.7% | +174.1% |
| All | +822.6% | +661.9% | +160.7% | +236.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling