+22.6%
CPHI vs VOO
+12.4%
+10.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | +2.0% |
| 7D | -9.5% | -2.0% | -7.5% | +5.4% |
| 30D | -32.7% | -1.7% | -31.1% | -25.1% |
| 3M | -1.3% | +4.7% | -6.0% | -17.6% |
| 6M | +22.6% | +12.6% | +10.0% | -2.6% |
| All | +22.6% | +12.4% | +10.1% | -2.6% |
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 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