+224.7%
CSD vs VOO
+309.9%
-85.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.9% |
| 7D | -1.2% | -2.7% | +1.5% | +1.9% |
| 30D | -3.1% | -5.4% | +2.3% | +3.2% |
| 3M | -6.3% | -4.1% | -2.3% | -1.8% |
| 6M | -7.2% | +0.7% | -7.9% | -7.9% |
| YTD | +25.2% | +8.7% | +16.5% | +14.3% |
| 1Y | +31.9% | +11.0% | +21.0% | +18.0% |
| 3Y | +124.0% | +75.5% | +48.6% | +21.0% |
| 5Y | +97.4% | +68.4% | +29.1% | +11.6% |
| All | +224.7% | +309.9% | -85.3% | -29.7% |
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