-79.7%
CSAN vs VOO
+82.3%
-162.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.0% | +3.9% |
| 7D | +0.3% | +0.5% | -0.2% | -0.2% |
| 30D | +4.2% | -0.9% | +5.1% | +5.1% |
| 3M | +12.8% | +3.9% | +8.9% | +8.8% |
| 6M | -29.4% | +14.5% | -44.0% | -37.3% |
| YTD | -24.1% | +13.0% | -37.0% | -31.6% |
| 1Y | -45.3% | +19.4% | -64.7% | -52.9% |
| 3Y | -77.7% | +78.9% | -156.5% | -86.4% |
| 5Y | -79.7% | +82.3% | -161.9% | -88.1% |
| All | -79.7% | +82.3% | -162.0% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling