+356.7%
CHI vs VOO
+807.8%
-451.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +0.6% | -0.4% | +1.0% | +0.9% |
| 30D | -4.2% | -1.4% | -2.8% | -3.1% |
| 3M | +1.8% | +3.7% | -1.9% | -1.0% |
| 6M | +19.0% | +13.0% | +6.0% | +8.3% |
| YTD | +25.8% | +12.4% | +13.4% | +15.0% |
| 1Y | +30.1% | +18.6% | +11.5% | +14.1% |
| 3Y | +54.9% | +78.1% | -23.1% | -2.1% |
| 5Y | +30.7% | +82.3% | -51.6% | -19.6% |
| 10Y | +219.3% | +322.5% | -103.2% | +8.9% |
| All | +356.7% | +807.8% | -451.1% | +4.2% |
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