+32.6%
CSD vs VOO
+12.4%
+20.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.8% | +0.8% |
| 7D | +1.2% | +0.1% | +1.1% | +0.9% |
| 30D | +0.9% | -3.3% | +4.2% | +6.0% |
| 3M | -3.1% | -2.4% | -0.7% | +0.4% |
| 6M | -3.8% | +2.6% | -6.4% | -8.1% |
| YTD | +30.4% | +11.3% | +19.1% | +8.0% |
| All | +32.6% | +12.4% | +20.2% | +9.3% |
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