-100.0%
CHAI vs VOO
+154.1%
-254.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.1% | -3.6% |
| 7D | -9.9% | +0.1% | -10.0% | -9.9% |
| 30D | -26.1% | -3.3% | -22.8% | -23.9% |
| 3M | -48.5% | -2.4% | -46.1% | -47.5% |
| 6M | -85.5% | +2.6% | -88.1% | -85.7% |
| YTD | -89.4% | +11.3% | -100.7% | -90.1% |
| 1Y | -95.0% | +13.4% | -108.4% | -95.4% |
| 3Y | -100.0% | +80.3% | -180.3% | -100.0% |
| 5Y | -100.0% | +72.7% | -172.7% | -100.0% |
| All | -100.0% | +154.1% | -254.1% | -100.0% |
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