+232.8%
CSD vs VOO
+315.9%
-83.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | +0.8% | +0.1% | +0.6% | +0.6% |
| 30D | -3.2% | +0.1% | -3.3% | -3.3% |
| 3M | -5.1% | +2.0% | -7.1% | -7.2% |
| 6M | +12.2% | +13.0% | -0.9% | -2.1% |
| YTD | +33.0% | +13.6% | +19.4% | +15.5% |
| 1Y | +49.6% | +20.1% | +29.5% | +22.4% |
| 3Y | +126.5% | +77.6% | +49.0% | +20.7% |
| 5Y | +100.9% | +82.4% | +18.5% | +3.5% |
| All | +232.8% | +315.9% | -83.1% | -30.0% |
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