-94.7%
CHAI vs VOO
+9.9%
-104.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +4.7% |
| 7D | -7.9% | -2.7% | -5.1% | -2.2% |
| 30D | -31.3% | -5.4% | -25.9% | -22.2% |
| 3M | -49.1% | -4.1% | -45.1% | -44.6% |
| 6M | -87.2% | +0.7% | -88.0% | -87.8% |
| YTD | -89.2% | +8.7% | -97.9% | -92.0% |
| 1Y | -94.7% | +11.0% | -105.7% | -96.4% |
| All | -94.7% | +9.9% | -104.6% | -96.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling