-95.4%
CHPT vs VOO
+183.5%
-278.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.4% |
| 7D | -8.4% | -0.8% | -7.6% | -7.4% |
| 30D | +41.6% | -1.1% | +42.6% | +44.4% |
| 3M | +37.7% | +3.9% | +33.8% | +33.2% |
| 6M | +64.1% | +13.6% | +50.5% | +44.9% |
| YTD | +36.4% | +12.7% | +23.7% | +22.0% |
| 1Y | -9.9% | +17.6% | -27.5% | -22.7% |
| 3Y | -92.1% | +77.3% | -169.4% | -95.4% |
| 5Y | -97.8% | +84.1% | -181.9% | -98.7% |
| All | -95.4% | +183.5% | -278.9% | -97.5% |
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