-99.9%
CPHI vs VOO
+802.4%
-902.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.1% |
| 7D | -9.5% | -2.0% | -7.5% | -8.0% |
| 30D | -32.7% | -1.7% | -31.1% | -31.9% |
| 3M | -1.3% | +4.7% | -6.0% | -3.9% |
| 6M | +22.6% | +12.6% | +10.0% | +14.1% |
| YTD | -37.2% | +11.8% | -49.0% | -41.1% |
| 1Y | -58.5% | +17.5% | -76.0% | -62.4% |
| 3Y | -89.1% | +77.0% | -166.1% | -92.6% |
| 5Y | -99.8% | +82.6% | -182.4% | -99.8% |
| 10Y | -99.4% | +320.0% | -419.4% | -99.7% |
| All | -99.9% | +802.4% | -902.3% | -100.0% |
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 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