+297.1%
CPSS price history and return analytics
+356.5%
-59.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.2% |
| 7D | -6.3% | +2.4% | -8.6% | -8.1% |
| 30D | +5.1% | -1.5% | +6.6% | +6.3% |
| 3M | -1.1% | -4.1% | +3.0% | +2.3% |
| 6M | -1.9% | +0.6% | -2.4% | -3.1% |
| YTD | +2.1% | +11.0% | -8.9% | -7.9% |
| 1Y | +14.7% | +13.3% | +1.3% | +1.6% |
| 3Y | -0.2% | +73.4% | -73.6% | -39.9% |
| 5Y | +13.0% | +57.4% | -44.4% | -23.5% |
| 10Y | +97.7% | +221.7% | -124.0% | -31.5% |
| All | +297.1% | +356.5% | -59.4% | -3.7% |
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