-99.5%
CSAI vs VOO
+27.8%
-127.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.5% |
| 7D | -7.9% | -2.0% | -5.9% | -3.4% |
| 30D | -14.6% | -1.7% | -12.9% | -11.2% |
| 3M | -54.6% | +4.7% | -59.4% | -59.4% |
| 6M | -76.3% | +12.6% | -88.9% | -82.1% |
| YTD | -81.1% | +11.8% | -92.9% | -85.4% |
| 1Y | -90.4% | +17.5% | -108.0% | -93.3% |
| All | -99.5% | +27.8% | -127.3% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling