+19.4%
CPSH vs VT
+11.9%
+7.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | 0.0% |
| 7D | +6.0% | +2.4% | +3.7% | -1.4% |
| 30D | +15.3% | -1.5% | +16.8% | +21.6% |
| 3M | -5.1% | -4.1% | -1.0% | +9.6% |
| 6M | -15.4% | +0.6% | -16.0% | -14.3% |
| YTD | +31.4% | +11.0% | +20.4% | +7.2% |
| 1Y | +19.4% | +13.3% | +6.1% | -7.7% |
| All | +19.4% | +11.9% | +7.5% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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