-51.7%
CSBR vs VOO
+81.6%
-133.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -2.7% | -0.4% | -2.4% | -2.6% |
| 30D | -2.5% | -1.4% | -1.2% | -2.1% |
| 3M | -13.5% | +3.7% | -17.2% | -14.7% |
| 6M | -16.1% | +13.0% | -29.1% | -19.8% |
| YTD | -27.5% | +12.4% | -39.9% | -30.6% |
| 1Y | -24.2% | +18.6% | -42.8% | -28.8% |
| 3Y | -21.1% | +78.1% | -99.2% | -33.5% |
| 5Y | -51.7% | +82.3% | -134.0% | -60.2% |
| All | -51.7% | +81.6% | -133.3% | -60.2% |
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