+523.1%
CSPI vs VOO
+812.0%
-288.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.4% |
| 7D | -1.2% | +0.5% | -1.8% | -1.5% |
| 30D | -2.1% | -0.9% | -1.1% | -1.5% |
| 3M | -3.9% | +3.9% | -7.7% | -5.8% |
| 6M | -8.1% | +14.5% | -22.6% | -14.7% |
| YTD | -35.7% | +13.0% | -48.7% | -39.8% |
| 1Y | -27.9% | +19.4% | -47.3% | -34.3% |
| 3Y | -15.3% | +78.9% | -94.2% | -35.5% |
| 5Y | +79.6% | +82.3% | -2.7% | +34.0% |
| 10Y | +85.6% | +314.2% | -228.6% | -0.3% |
| All | +523.1% | +812.0% | -288.9% | +166.3% |
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