+77.9%
CSL vs VOO
+75.1%
+2.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.6% |
| 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% | +12.5% |
| 1Y | +26.3% | +12.5% | +13.8% | +13.1% |
| 3Y | +53.1% | +79.2% | -26.1% | -10.5% |
| 5Y | +77.9% | +75.7% | +2.2% | +5.6% |
| All | +77.9% | +75.1% | +2.7% | +5.6% |
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 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