+178.8%
CSB vs VOO
+344.3%
-165.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -1.0% | +0.1% | -1.1% | -1.1% |
| 3M | +5.6% | +2.0% | +3.6% | +3.5% |
| 6M | +6.8% | +13.0% | -6.2% | -4.1% |
| YTD | +15.5% | +13.6% | +1.9% | +3.2% |
| 1Y | +14.4% | +20.1% | -5.7% | -2.6% |
| 3Y | +40.4% | +77.6% | -37.1% | -14.7% |
| 5Y | +31.5% | +82.4% | -51.0% | -22.7% |
| 10Y | +154.9% | +316.8% | -161.9% | -18.4% |
| All | +178.8% | +344.3% | -165.5% | -13.9% |
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