+7.4%
CSL vs VOO
+2.1%
+5.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.4% | -0.6% | +0.4% |
| 7D | +2.0% | -4.7% | +6.8% | +8.3% |
| 30D | +16.3% | -5.9% | +22.2% | +25.6% |
| 3M | -1.3% | -4.5% | +3.2% | +4.1% |
| 6M | +7.4% | +1.9% | +5.5% | -3.3% |
| All | +7.4% | +2.1% | +5.2% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling