-32.6%
CPSH vs VOO
+80.3%
-113.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.7% |
| 7D | +2.6% | -2.0% | +4.6% | +4.8% |
| 30D | -10.9% | -1.7% | -9.2% | -9.2% |
| 3M | -42.1% | +4.7% | -46.9% | -44.6% |
| 6M | +1.0% | +12.6% | -11.5% | -8.2% |
| YTD | +27.5% | +11.8% | +15.7% | +17.5% |
| 1Y | +15.9% | +17.5% | -1.7% | +2.4% |
| 3Y | +41.2% | +77.0% | -35.8% | -24.3% |
| 5Y | -32.6% | +82.6% | -115.2% | -65.3% |
| All | -32.6% | +80.3% | -113.0% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling