Compare original hypothetical fund and benchmark growth
Read the issuer’s separate illustration for CSPX or IUSA: growth of an original USD 10,000 alongside its named benchmark. Changing the window never changes the original base.
1. Choose a fund and original input
Default CSPX growth and benchmark load automatically; changing to IUSA reads its own input. The initial interval uses this growth series’ coverage, not the NAV range. Check the source title, named benchmark, original methodology and dates.
2. Distinguish growth from NAV
Growth and benchmark are distinct original performanceData and benchmarkData series. NAV in USD has its own screen, method and latest point date; switch views for the same fund. NAV is never overlaid on the hypothetical-growth axis, and priceData or performance percentages are never substituted.
3. Apply a window without rebasing
Choose and explicitly apply a window. Chart and table retain original issuer levels and the USD 10,000 starting base even when a later period is selected. No return, alpha, tracking error or personal portfolio benchmark is calculated. Original points outside the window remain in complete exports.
4. Retain asymmetric dates and gaps
The table uses the union of actual dates from both series. A benchmark-only date remains visible without a substituted fund value. Each line breaks at its own absent or null point. There is no calendar filling, carry-forward, smoothing or silent sampling.
5. Read the exact original methodology
The selected title and disclaimer of this particular page are shown as plain text. This evidence describes NAV basis and reinvestment of gross income where applicable. A different catalogue disclaimer about net income is not carried over. The exact price/net/gross/tax index variant is unestablished; tax-equivalent comparison is not promised. This is an original hypothetical illustration, not an exchange quote or guaranteed outcome.
6. Inspect paired points and download the whole result
Select a date in the table or point control. The inspector retains the exact value lexeme, formatting, own date and original position separately for each series. A source date is not publication or trade time. Complete JSON/CSV retain the same query and manifest, both original series, union dates, missing counterparts and methodology evidence. Selected point and page do not limit exports. Download verifies the same retained input without refreshing the issuer; this is not a canonical account Snapshot, ValuePassport or public share.
This is a guide to Datisto. Private features require sign-in and access to your own data. Personal models use your assumptions; availability and permitted use of source data are checked with the particular result. This is not investment advice.