+293.3%
CSL vs VOO
+312.6%
-19.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.7% |
| 7D | -0.3% | -0.9% | +0.6% | +0.7% |
| 30D | +24.4% | -2.3% | +26.8% | +27.3% |
| 3M | +2.3% | -1.2% | +3.5% | +3.5% |
| 6M | +12.0% | +3.3% | +8.6% | +8.6% |
| YTD | +25.5% | +12.3% | +13.2% | +12.3% |
| 1Y | +26.3% | +12.5% | +13.8% | +12.9% |
| 3Y | +53.1% | +79.2% | -26.1% | -12.5% |
| 5Y | +77.9% | +75.7% | +2.2% | +3.3% |
| All | +293.3% | +312.6% | -19.2% | -5.4% |
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