-17.5%
CSPI vs VOO
+77.0%
-94.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | +0.3% | -0.4% | +0.6% | +0.8% |
| 30D | -1.4% | -1.4% | 0.0% | +0.6% |
| 3M | -2.7% | +3.7% | -6.4% | -7.6% |
| 6M | -7.9% | +13.0% | -20.9% | -22.8% |
| YTD | -35.7% | +12.4% | -48.1% | -45.6% |
| 1Y | -25.9% | +18.6% | -44.5% | -41.7% |
| All | -17.5% | +77.0% | -94.5% | -61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling