+60.4%
CHPT vs VOO
+15.1%
+45.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -2.7% |
| 7D | +72.4% | -0.4% | +72.8% | +77.8% |
| 30D | +46.2% | -1.4% | +47.6% | +55.9% |
| 3M | +29.0% | +3.7% | +25.2% | +18.5% |
| 6M | +60.4% | +13.0% | +47.4% | +20.7% |
| All | +60.4% | +15.1% | +45.3% | +20.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling