+631.7%
CSGP vs VOO
+775.2%
-143.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.7% | +2.9% |
| 7D | +13.9% | -4.7% | +18.6% | +19.4% |
| 30D | +16.0% | -5.9% | +21.9% | +22.8% |
| 3M | +6.1% | -4.5% | +10.6% | +10.7% |
| 6M | -8.2% | +1.9% | -10.0% | -11.4% |
| YTD | -52.3% | +8.4% | -60.7% | -57.0% |
| 1Y | -54.5% | +9.5% | -64.0% | -59.4% |
| 3Y | -58.6% | +75.3% | -133.9% | -78.0% |
| 5Y | -61.5% | +67.9% | -129.4% | -78.3% |
| 10Y | +74.7% | +314.4% | -239.8% | -65.3% |
| All | +631.7% | +775.2% | -143.5% | -41.7% |
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