+524.5%
CHEF vs VOO
+664.3%
-139.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.0% |
| 7D | -3.6% | -0.4% | -3.3% | -3.2% |
| 30D | +0.4% | -1.4% | +1.8% | +2.2% |
| 3M | +32.2% | +3.7% | +28.4% | +25.4% |
| 6M | +72.1% | +13.0% | +59.1% | +45.5% |
| YTD | +75.3% | +12.4% | +62.9% | +48.9% |
| 1Y | +69.1% | +18.6% | +50.5% | +33.1% |
| 3Y | +287.3% | +78.1% | +209.2% | +73.0% |
| 5Y | +286.7% | +82.3% | +204.5% | +65.4% |
| 10Y | +854.5% | +322.5% | +532.0% | +74.1% |
| All | +524.5% | +664.3% | -139.8% | -34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling