-100.0%
CHAI vs VOO
+157.9%
-257.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.9% |
| 7D | -18.5% | +0.5% | -19.0% | -18.8% |
| 30D | -18.5% | -0.9% | -17.5% | -17.9% |
| 3M | -66.6% | +3.9% | -70.5% | -67.6% |
| 6M | -85.4% | +14.5% | -100.0% | -86.8% |
| YTD | -83.2% | +13.0% | -96.1% | -84.6% |
| 1Y | -97.2% | +19.4% | -116.6% | -97.4% |
| 3Y | -100.0% | +78.9% | -178.9% | -100.0% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +157.9% | -257.9% | -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