-59.8%
CPHI vs VOO
+18.2%
-78.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -4.4% |
| 7D | -7.3% | -0.8% | -6.5% | -3.6% |
| 30D | -33.9% | -1.1% | -32.8% | -30.9% |
| 3M | -1.3% | +3.9% | -5.2% | -14.1% |
| 6M | +22.6% | +13.6% | +8.9% | -2.9% |
| YTD | -37.2% | +12.7% | -49.9% | -49.8% |
| 1Y | -59.8% | +17.6% | -77.4% | -68.0% |
| All | -59.8% | +18.2% | -78.0% | -68.0% |
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