+232.5%
CHPS vs VOO
+75.6%
+156.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.2% |
| 7D | +3.5% | -2.0% | +5.5% | +7.5% |
| 30D | -0.7% | -1.7% | +1.0% | +2.6% |
| 3M | -3.9% | +4.7% | -8.6% | -10.7% |
| 6M | +51.7% | +12.6% | +39.1% | +25.8% |
| YTD | +77.2% | +11.8% | +65.5% | +49.5% |
| 1Y | +130.9% | +17.5% | +113.4% | +80.0% |
| 3Y | +260.2% | +77.0% | +183.2% | +48.3% |
| All | +232.5% | +75.6% | +156.9% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling