-43.1%
CPHI vs VOO
+20.9%
-64.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -0.4% |
| 7D | -8.9% | +0.1% | -9.0% | -9.7% |
| 30D | -34.9% | +0.1% | -35.0% | -36.0% |
| 3M | 0.0% | +2.0% | -2.0% | -12.4% |
| 6M | +41.4% | +13.0% | +28.3% | +9.7% |
| YTD | -32.2% | +13.6% | -45.8% | -47.6% |
| 1Y | -43.1% | +20.1% | -63.1% | -52.6% |
| All | -43.1% | +20.9% | -64.0% | -52.6% |
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