-55.9%
CSBR vs VOO
+800.4%
-856.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | -1.7% | +2.6% | -4.2% | -3.2% |
| 30D | -2.1% | -2.0% | -0.1% | -0.9% |
| 3M | -7.3% | -2.8% | -4.5% | -5.8% |
| 6M | -21.8% | +2.2% | -23.9% | -23.0% |
| YTD | -31.8% | +11.5% | -43.4% | -36.5% |
| 1Y | -31.7% | +13.5% | -45.2% | -37.1% |
| 3Y | -13.9% | +78.1% | -92.0% | -40.2% |
| 5Y | -52.3% | +73.1% | -125.5% | -67.0% |
| 10Y | +163.1% | +310.7% | -147.6% | +21.2% |
| All | -55.9% | +800.4% | -856.3% | -77.6% |
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 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