+857.1%
CHEF vs VOO
+325.3%
+531.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.6% |
| 7D | -3.4% | -0.8% | -2.6% | -2.3% |
| 30D | -0.6% | -1.1% | +0.5% | +0.9% |
| 3M | +23.1% | +3.9% | +19.2% | +15.9% |
| 6M | +71.0% | +13.6% | +57.4% | +40.8% |
| YTD | +77.2% | +12.7% | +64.5% | +47.2% |
| 1Y | +67.4% | +17.6% | +49.8% | +29.8% |
| 3Y | +292.9% | +77.3% | +215.6% | +58.4% |
| 5Y | +302.8% | +84.1% | +218.7% | +49.4% |
| All | +857.1% | +325.3% | +531.8% | +32.5% |
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