+459.6%
CSPI vs VOO
+800.4%
-340.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.4% |
| 7D | -1.5% | +2.6% | -4.1% | -3.0% |
| 30D | -5.6% | -2.0% | -3.6% | -4.6% |
| 3M | -14.3% | -2.8% | -11.5% | -13.0% |
| 6M | -22.5% | +2.2% | -24.7% | -23.4% |
| YTD | -42.3% | +11.5% | -53.8% | -45.6% |
| 1Y | -37.0% | +13.5% | -50.5% | -41.2% |
| 3Y | -38.0% | +78.1% | -116.1% | -52.7% |
| 5Y | +60.4% | +73.1% | -12.7% | +22.5% |
| 10Y | +75.6% | +310.7% | -235.1% | -5.3% |
| All | +459.6% | +800.4% | -340.9% | +140.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling