+310.1%
CSPI vs VT
+346.0%
-36.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -6.3% | -2.3% | -4.0% | -5.3% |
| 30D | -3.2% | -5.0% | +1.8% | -0.9% |
| 3M | -11.9% | -4.9% | -7.0% | -9.8% |
| 6M | -20.6% | -1.5% | -19.0% | -19.9% |
| YTD | -41.4% | +8.5% | -49.9% | -43.6% |
| 1Y | -34.8% | +11.4% | -46.2% | -37.9% |
| 3Y | -28.6% | +70.1% | -98.7% | -42.4% |
| 5Y | +73.9% | +53.7% | +20.2% | +45.2% |
| 10Y | +82.3% | +220.0% | -137.6% | +17.0% |
| All | +310.1% | +346.0% | -36.0% | +113.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling