+35.7%
CSD vs VOO
+12.1%
+23.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | 0.0% |
| 7D | +3.5% | +2.6% | +0.9% | -0.1% |
| 30D | +2.9% | -2.0% | +4.9% | +5.8% |
| 3M | -6.5% | -2.8% | -3.8% | -2.6% |
| 6M | -5.0% | +2.2% | -7.1% | -8.4% |
| YTD | +29.6% | +11.5% | +18.0% | +7.2% |
| 1Y | +35.7% | +13.5% | +22.3% | +8.3% |
| All | +35.7% | +12.1% | +23.6% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling