+310.7%
VOO vs CHRW
+128.6%
+182.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | +2.6% | +7.3% | -4.7% | +0.9% |
| 30D | -2.0% | -3.6% | +1.6% | -1.4% |
| 3M | -2.8% | -9.6% | +6.8% | -1.2% |
| 6M | +2.2% | -17.0% | +19.2% | +4.7% |
| YTD | +11.5% | -15.4% | +26.9% | +12.4% |
| 1Y | +13.5% | -10.0% | +23.5% | +12.4% |
| 3Y | +78.1% | +82.2% | -4.1% | +38.5% |
| 5Y | +73.1% | +59.4% | +13.8% | +37.6% |
| All | +310.7% | +128.6% | +182.0% | +181.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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