+133.3%
CSD vs VOO
+77.8%
+55.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.3% |
| 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% | -7.5% |
| 6M | +12.2% | +13.0% | -0.9% | -3.9% |
| YTD | +33.0% | +13.6% | +19.4% | +13.3% |
| 1Y | +49.6% | +20.1% | +29.5% | +19.5% |
| All | +133.3% | +77.8% | +55.5% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling