+299.6%
CSL vs VOO
+309.9%
-10.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.1% |
| 7D | -0.2% | -2.7% | +2.6% | +2.6% |
| 30D | +18.1% | -5.4% | +23.4% | +24.5% |
| 3M | -1.5% | -4.1% | +2.6% | +2.5% |
| 6M | +1.2% | +0.7% | +0.4% | +0.6% |
| YTD | +18.6% | +8.7% | +9.9% | +9.5% |
| 1Y | +20.2% | +11.0% | +9.3% | +8.9% |
| 3Y | +45.0% | +75.5% | -30.5% | -15.4% |
| 5Y | +70.2% | +68.4% | +1.9% | +3.0% |
| All | +299.6% | +309.9% | -10.3% | -3.6% |
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