+83.2%
CPSH vs VT
+74.4%
+8.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | +24.9% | -0.1% | +25.1% | +25.7% |
| 30D | +23.2% | -3.1% | +26.2% | +27.9% |
| 3M | +0.2% | -3.5% | +3.7% | +4.7% |
| 6M | +9.8% | +0.5% | +9.4% | +12.2% |
| YTD | +41.1% | +10.8% | +30.3% | +38.5% |
| 1Y | +27.1% | +11.9% | +15.2% | +24.6% |
| 3Y | +83.2% | +73.0% | +10.2% | +50.4% |
| All | +83.2% | +74.4% | +8.7% | +50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling