-99.5%
CSAI vs VOO
+29.1%
-128.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -3.8% |
| 7D | -9.2% | +0.5% | -9.7% | -10.4% |
| 30D | -34.6% | -0.9% | -33.6% | -33.1% |
| 3M | -57.9% | +3.9% | -61.8% | -61.6% |
| 6M | -76.2% | +14.5% | -90.8% | -82.7% |
| YTD | -80.7% | +13.0% | -93.7% | -85.4% |
| 1Y | -88.7% | +19.4% | -108.1% | -92.4% |
| All | -99.5% | +29.1% | -128.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling