+201.8%
CSBR vs VOO
+321.7%
-119.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.3% |
| 7D | -3.4% | -2.0% | -1.4% | -1.8% |
| 30D | +2.2% | -1.7% | +3.9% | +3.6% |
| 3M | -10.8% | +4.7% | -15.6% | -14.6% |
| 6M | -13.6% | +12.6% | -26.1% | -22.1% |
| YTD | -26.2% | +11.8% | -38.0% | -33.1% |
| 1Y | -20.8% | +17.5% | -38.3% | -31.3% |
| 3Y | -19.7% | +77.0% | -96.7% | -51.9% |
| 5Y | -49.0% | +82.6% | -131.6% | -71.7% |
| All | +201.8% | +321.7% | -119.9% | -28.6% |
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