+107.0%
CPSH vs VOO
+817.1%
-710.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -12.0% | +0.1% | -12.0% | -11.9% |
| 3M | -50.8% | +2.0% | -52.8% | -51.1% |
| 6M | -9.0% | +13.0% | -22.1% | -15.1% |
| YTD | +23.9% | +13.6% | +10.4% | +16.0% |
| 1Y | +12.6% | +20.1% | -7.4% | +1.8% |
| 3Y | +39.3% | +77.6% | -38.3% | -5.8% |
| 5Y | -38.0% | +82.4% | -120.5% | -58.3% |
| 10Y | +175.5% | +316.8% | -141.3% | +30.3% |
| All | +107.0% | +817.1% | -710.1% | -44.7% |
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 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