+10.9%
CSPF vs VOO
+28.5%
-17.6%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.7% | -2.0% | +1.2% | -0.5% |
| 30D | -0.9% | -1.7% | +0.8% | -0.7% |
| 3M | +0.3% | +4.7% | -4.5% | -0.3% |
| 6M | +1.3% | +12.6% | -11.3% | -0.1% |
| YTD | +2.6% | +11.8% | -9.1% | +1.2% |
| 1Y | +4.4% | +17.5% | -13.2% | +2.6% |
| All | +10.9% | +28.5% | -17.6% | +7.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling