+148.4%
CSB vs VOO
+309.6%
-161.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +1.1% | +2.6% | -1.4% | -1.1% |
| 30D | +7.7% | -2.0% | +9.6% | +9.3% |
| 3M | -1.0% | -2.8% | +1.8% | +1.2% |
| 6M | +7.9% | +2.2% | +5.8% | +5.3% |
| YTD | +16.8% | +11.5% | +5.3% | +5.3% |
| 1Y | +19.2% | +13.5% | +5.7% | +5.7% |
| 3Y | +53.3% | +78.1% | -24.8% | -9.5% |
| 5Y | +26.4% | +73.1% | -46.7% | -24.1% |
| All | +148.4% | +309.6% | -161.2% | -35.0% |
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