+609.0%
CSD vs VOO
+775.2%
-166.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.4% | -0.5% | 0.0% |
| 7D | -4.1% | -4.7% | +0.7% | +1.1% |
| 30D | -5.8% | -5.9% | +0.1% | +0.7% |
| 3M | -10.0% | -4.5% | -5.5% | -5.4% |
| 6M | -6.9% | +1.9% | -8.8% | -8.7% |
| YTD | +23.7% | +8.4% | +15.3% | +13.8% |
| 1Y | +27.8% | +9.5% | +18.3% | +16.6% |
| 3Y | +120.7% | +75.3% | +45.5% | +22.7% |
| 5Y | +95.0% | +67.9% | +27.2% | +13.4% |
| 10Y | +228.7% | +314.4% | -85.7% | -22.6% |
| All | +609.0% | +775.2% | -166.2% | -13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling