+62.6%
CSGP vs VOO
+314.4%
-251.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.4% |
| 7D | -7.1% | -0.9% | -6.2% | -6.4% |
| 30D | +3.6% | -2.3% | +6.0% | +5.5% |
| 3M | -2.7% | -1.2% | -1.6% | -2.1% |
| 6M | -8.0% | +3.3% | -11.4% | -12.1% |
| YTD | -55.0% | +12.3% | -67.3% | -60.4% |
| 1Y | -55.8% | +12.5% | -68.3% | -61.2% |
| 3Y | -62.0% | +79.2% | -141.2% | -79.3% |
| 5Y | -62.9% | +75.7% | -138.6% | -79.2% |
| 10Y | +62.6% | +313.7% | -251.1% | -63.2% |
| All | +62.6% | +314.4% | -251.8% | -63.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling