+14.5%
CSIO vs VOO
+8.2%
+6.3%
-7.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -0.4% |
| 7D | -1.2% | -4.7% | +3.5% | 0.0% |
| 30D | +3.1% | -5.9% | +9.0% | +4.6% |
| 3M | -0.7% | -4.5% | +3.8% | +0.3% |
| 6M | -1.1% | +1.9% | -2.9% | -2.0% |
| YTD | +14.8% | +8.4% | +6.4% | +10.2% |
| All | +14.5% | +8.2% | +6.3% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling