-97.9%
CHPT vs VOO
+82.8%
-180.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | -0.4% |
| 7D | -8.4% | -0.8% | -7.6% | -6.8% |
| 30D | +41.6% | -1.1% | +42.6% | +46.4% |
| 3M | +37.7% | +3.9% | +33.8% | +29.7% |
| 6M | +64.1% | +13.6% | +50.5% | +31.1% |
| YTD | +36.4% | +12.7% | +23.7% | +11.2% |
| 1Y | -9.9% | +17.6% | -27.5% | -31.9% |
| 3Y | -92.1% | +77.3% | -169.4% | -97.4% |
| All | -97.9% | +82.8% | -180.7% | -99.3% |
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