-61.9%
CPHI vs VOO
+14.7%
-76.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -11.2% |
| 7D | -4.8% | -0.7% | -4.1% | -1.9% |
| 30D | -9.2% | -1.1% | -8.2% | -6.3% |
| 3M | -50.0% | -0.3% | -49.7% | -51.9% |
| 6M | +13.5% | +7.4% | +6.1% | -11.1% |
| YTD | -51.2% | +13.4% | -64.6% | -64.1% |
| 1Y | -61.9% | +14.8% | -76.7% | -71.9% |
| All | -61.9% | +14.7% | -76.6% | -71.9% |
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