+23.6%
CSHI vs VOO
+98.5%
-74.9%
-1.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | 0.0% | -2.0% | +2.0% | +0.1% |
| 30D | +0.3% | -1.7% | +1.9% | +0.3% |
| 3M | +1.2% | +4.7% | -3.5% | +1.0% |
| 6M | +2.5% | +12.6% | -10.1% | +2.0% |
| YTD | +3.3% | +11.8% | -8.4% | +2.8% |
| 1Y | +4.9% | +17.5% | -12.6% | +4.2% |
| 3Y | +16.8% | +77.0% | -60.2% | +14.4% |
| All | +23.6% | +98.5% | -74.9% | +20.7% |
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 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