+110.6%
CSPI vs VT
+224.5%
-113.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.6% | +0.4% | -1.1% | -0.9% |
| 30D | 0.0% | +1.0% | -1.0% | -0.7% |
| 3M | -12.7% | +2.4% | -15.1% | -14.2% |
| 6M | -9.3% | +12.0% | -21.3% | -16.6% |
| YTD | -34.6% | +15.3% | -49.9% | -41.1% |
| 1Y | -29.1% | +22.6% | -51.7% | -38.7% |
| 3Y | +4.0% | +74.7% | -70.7% | -27.2% |
| 5Y | +83.7% | +66.1% | +17.6% | +31.0% |
| All | +110.6% | +224.5% | -113.9% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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