+27.7%
CPSH vs VT
+13.0%
+14.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.4% | +2.6% | +11.8% | +5.8% |
| 7D | +23.7% | +0.4% | +23.4% | +22.7% |
| 30D | +23.7% | -2.6% | +26.3% | +35.3% |
| 3M | -2.0% | -3.2% | +1.2% | +9.4% |
| 6M | +10.3% | +0.9% | +9.4% | +11.0% |
| YTD | +41.7% | +11.3% | +30.4% | +17.8% |
| All | +27.7% | +13.0% | +14.7% | +4.6% |
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