+187.9%
CPSH vs VOO
+309.6%
-121.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +6.0% | +2.6% | +3.4% | +3.8% |
| 30D | +15.3% | -2.0% | +17.3% | +18.0% |
| 3M | -5.1% | -2.8% | -2.4% | -2.2% |
| 6M | -15.4% | +2.2% | -17.6% | -15.4% |
| YTD | +31.4% | +11.5% | +19.9% | +23.5% |
| 1Y | +19.4% | +13.5% | +5.9% | +10.9% |
| 3Y | +70.6% | +78.1% | -7.5% | +4.2% |
| 5Y | -18.5% | +73.1% | -91.6% | -48.7% |
| All | +187.9% | +309.6% | -121.7% | +47.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling