-99.6%
CSAI vs VOO
+28.8%
-128.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.8% | -11.8% | -13.0% |
| 7D | -17.3% | -0.8% | -16.5% | -15.9% |
| 30D | -21.8% | -1.1% | -20.7% | -20.0% |
| 3M | -61.8% | +3.9% | -65.7% | -65.2% |
| 6M | -78.6% | +13.6% | -92.2% | -84.2% |
| YTD | -83.2% | +12.7% | -95.9% | -87.3% |
| 1Y | -91.5% | +17.6% | -109.1% | -94.1% |
| All | -99.6% | +28.8% | -128.4% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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