+68.5%
CSPI vs VT
+221.8%
-153.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.4% |
| 7D | -1.5% | +2.4% | -3.9% | -3.3% |
| 30D | -5.6% | -1.5% | -4.1% | -4.7% |
| 3M | -14.3% | -4.1% | -10.1% | -11.7% |
| 6M | -22.5% | +0.6% | -23.1% | -22.9% |
| YTD | -42.3% | +11.0% | -53.3% | -46.6% |
| 1Y | -37.0% | +13.3% | -50.4% | -42.6% |
| 3Y | -38.0% | +73.4% | -111.4% | -55.9% |
| 5Y | +60.4% | +57.4% | +3.0% | +19.1% |
| All | +68.5% | +221.8% | -153.3% | -19.2% |
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