+277.9%
CPSS price history and return analytics
+371.8%
-93.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | -1.8% | +1.0% | -2.9% | -2.7% |
| 30D | -4.3% | -0.2% | -4.1% | -4.2% |
| 3M | +0.8% | +4.5% | -3.8% | -3.5% |
| 6M | +13.4% | +14.1% | -0.7% | +0.2% |
| YTD | -2.8% | +14.8% | -17.5% | -14.6% |
| 1Y | +13.8% | +21.2% | -7.4% | -4.8% |
| 3Y | +4.4% | +76.6% | -72.2% | -38.1% |
| 5Y | +71.1% | +66.6% | +4.5% | +10.8% |
| 10Y | +136.8% | +222.3% | -85.5% | -17.8% |
| All | +277.9% | +371.8% | -93.9% | -10.8% |
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