+230.8%
CSD vs VOO
+314.4%
-83.6%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | -0.2% |
| 7D | +1.3% | -0.9% | +2.2% | +2.4% |
| 30D | +3.0% | -2.3% | +5.3% | +5.8% |
| 3M | -2.3% | -1.2% | -1.2% | -1.0% |
| 6M | -3.5% | +3.3% | -6.8% | -6.9% |
| YTD | +31.7% | +12.3% | +19.3% | +15.8% |
| 1Y | +33.6% | +12.5% | +21.1% | +17.6% |
| 3Y | +134.8% | +79.2% | +55.7% | +23.8% |
| 5Y | +107.8% | +75.7% | +32.2% | +11.9% |
| 10Y | +230.8% | +313.7% | -82.8% | -29.3% |
| All | +230.8% | +314.4% | -83.6% | -29.3% |
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