+9.8%
CHIQ vs VOO
+807.8%
-798.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | -3.2% | -0.4% | -2.8% | -2.9% |
| 30D | -11.5% | -1.4% | -10.1% | -10.4% |
| 3M | -6.3% | +3.7% | -10.0% | -9.7% |
| 6M | -17.3% | +13.0% | -30.4% | -26.6% |
| YTD | -22.3% | +12.4% | -34.8% | -30.7% |
| 1Y | -28.3% | +18.6% | -46.9% | -39.1% |
| 3Y | -5.6% | +78.1% | -83.6% | -46.1% |
| 5Y | -42.7% | +82.3% | -125.0% | -68.0% |
| 10Y | +53.9% | +322.5% | -268.6% | -64.5% |
| All | +9.8% | +807.8% | -798.0% | -89.2% |
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