-56.0%
CSHR vs VOO
+15.7%
-71.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.1% | -4.7% |
| 7D | -1.6% | +0.1% | -1.6% | -2.4% |
| 30D | -18.8% | -3.3% | -15.5% | -12.0% |
| 3M | -22.0% | -2.4% | -19.6% | -16.9% |
| 6M | -36.2% | +2.6% | -38.8% | -40.1% |
| All | -56.0% | +15.7% | -71.7% | -73.3% |
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