+83.3%
CSL vs VOO
+82.6%
+0.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.4% | +2.4% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -8.3% | +0.1% | -8.3% | -8.3% |
| 3M | +3.1% | +2.0% | +1.1% | +1.3% |
| 6M | -8.9% | +13.0% | -21.9% | -18.7% |
| YTD | +11.1% | +13.6% | -2.4% | -1.4% |
| 1Y | -9.0% | +20.1% | -29.1% | -23.4% |
| 3Y | +35.6% | +77.6% | -42.0% | -20.0% |
| All | +83.3% | +82.6% | +0.7% | +4.5% |
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