-52.8%
CSBR vs VOO
+75.1%
-127.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.2% |
| 7D | -1.0% | -0.9% | -0.1% | -0.7% |
| 30D | -3.4% | -2.3% | -1.1% | -2.6% |
| 3M | -4.2% | -1.2% | -3.0% | -3.8% |
| 6M | -20.5% | +3.3% | -23.8% | -21.5% |
| YTD | -30.8% | +12.3% | -43.1% | -33.8% |
| 1Y | -31.7% | +12.5% | -44.2% | -34.7% |
| 3Y | -14.3% | +79.2% | -93.5% | -27.8% |
| 5Y | -52.8% | +75.7% | -128.4% | -60.9% |
| All | -52.8% | +75.1% | -127.9% | -60.9% |
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 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