+89.1%
CSPI vs VOO
+325.3%
-236.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.4% |
| 7D | -4.1% | -0.8% | -3.3% | -3.6% |
| 30D | -5.8% | -1.1% | -4.7% | -5.1% |
| 3M | -14.2% | +3.9% | -18.1% | -16.2% |
| 6M | -9.3% | +13.6% | -23.0% | -16.4% |
| YTD | -37.3% | +12.7% | -50.0% | -41.8% |
| 1Y | -32.2% | +17.6% | -49.8% | -38.6% |
| 3Y | -19.6% | +77.3% | -96.9% | -40.9% |
| 5Y | +71.7% | +84.1% | -12.4% | +22.6% |
| All | +89.1% | +325.3% | -236.2% | -17.0% |
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