+16.8%
CPSH vs VT
+10.5%
+6.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +5.7% |
| 7D | +6.7% | -2.3% | +9.0% | +14.9% |
| 30D | +6.4% | -5.0% | +11.3% | +25.0% |
| 3M | -12.2% | -4.9% | -7.3% | +2.8% |
| 6M | +5.8% | -1.5% | +7.3% | +14.8% |
| YTD | +23.9% | +8.5% | +15.5% | +11.2% |
| 1Y | +16.8% | +11.4% | +5.4% | +0.2% |
| All | +16.8% | +10.5% | +6.3% | +0.2% |
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