-26.2%
CHIQ vs VOO
+14.7%
-40.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +1.6% |
| 7D | +5.9% | -0.7% | +6.6% | +6.4% |
| 30D | +3.6% | -1.1% | +4.7% | +4.3% |
| 3M | -11.4% | -0.3% | -11.1% | -11.3% |
| 6M | -16.9% | +7.4% | -24.3% | -22.0% |
| YTD | -22.6% | +13.4% | -36.0% | -31.5% |
| 1Y | -26.2% | +14.8% | -41.0% | -35.5% |
| All | -26.2% | +14.7% | -40.9% | -35.5% |
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 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