+67.3%
CSGP vs VOO
+317.9%
-250.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | 0.0% |
| 7D | -1.8% | +0.1% | -1.9% | -2.0% |
| 30D | +5.3% | -3.3% | +8.6% | +8.2% |
| 3M | +3.3% | -2.4% | +5.7% | +5.2% |
| 6M | -4.7% | +2.6% | -7.3% | -8.2% |
| YTD | -53.5% | +11.3% | -64.8% | -58.8% |
| 1Y | -53.7% | +13.4% | -67.2% | -59.8% |
| 3Y | -59.7% | +80.3% | -140.0% | -78.2% |
| 5Y | -62.5% | +72.7% | -135.2% | -78.6% |
| 10Y | +67.3% | +310.0% | -242.8% | -61.4% |
| All | +67.3% | +317.9% | -250.6% | -61.4% |
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