-100.0%
CHAI vs VOO
+72.6%
-172.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.0% |
| 7D | +0.6% | +2.6% | -2.0% | -1.8% |
| 30D | -14.5% | -2.0% | -12.5% | -12.7% |
| 3M | -39.4% | -2.8% | -36.6% | -37.7% |
| 6M | -85.1% | +2.2% | -87.3% | -85.3% |
| YTD | -89.1% | +11.5% | -100.7% | -90.0% |
| 1Y | -93.5% | +13.5% | -107.0% | -94.1% |
| 3Y | -100.0% | +78.1% | -178.1% | -100.0% |
| All | -100.0% | +72.6% | -172.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling