+21.8%
CPSH vs VOO
+18.2%
+3.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +1.0% |
| 7D | +6.5% | -0.8% | +7.3% | +8.9% |
| 30D | -8.7% | -1.1% | -7.7% | -5.7% |
| 3M | -52.5% | +3.9% | -56.4% | -57.7% |
| 6M | +1.5% | +13.6% | -12.1% | -22.1% |
| YTD | +32.0% | +12.7% | +19.3% | +5.0% |
| 1Y | +21.8% | +17.6% | +4.2% | -9.5% |
| All | +21.8% | +18.2% | +3.6% | -9.5% |
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