+131.1%
CHPS vs VOO
+18.2%
+112.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | -0.7% |
| 7D | +1.2% | -0.8% | +2.0% | +3.3% |
| 30D | -1.8% | -1.1% | -0.7% | +1.0% |
| 3M | -10.4% | +3.9% | -14.3% | -18.0% |
| 6M | +52.3% | +13.6% | +38.7% | +15.8% |
| YTD | +80.0% | +12.7% | +67.2% | +40.1% |
| 1Y | +131.1% | +17.6% | +113.5% | +65.6% |
| All | +131.1% | +18.2% | +112.9% | +65.6% |
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