+172.0%
CPSH vs VOO
+325.3%
-153.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +2.8% |
| 7D | +6.5% | -0.8% | +7.3% | +7.3% |
| 30D | -8.7% | -1.1% | -7.7% | -7.8% |
| 3M | -52.5% | +3.9% | -56.4% | -53.9% |
| 6M | +1.5% | +13.6% | -12.1% | -7.2% |
| YTD | +32.0% | +12.7% | +19.3% | +22.4% |
| 1Y | +21.8% | +17.6% | +4.2% | +9.3% |
| 3Y | +45.7% | +77.3% | -31.6% | -11.0% |
| 5Y | -30.3% | +84.1% | -114.4% | -58.1% |
| All | +172.0% | +325.3% | -153.3% | +16.0% |
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 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