+662.7%
CSD vs VOO
+817.1%
-154.4%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.1% |
| 6M | +12.2% | +13.0% | -0.9% | -1.5% |
| YTD | +33.0% | +13.6% | +19.4% | +16.3% |
| 1Y | +49.6% | +20.1% | +29.5% | +23.6% |
| 3Y | +126.5% | +77.6% | +49.0% | +24.1% |
| 5Y | +100.9% | +82.4% | +18.5% | +6.7% |
| 10Y | +235.5% | +316.8% | -81.3% | -21.9% |
| All | +662.7% | +817.1% | -154.4% | -11.9% |
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