+1,486.5%
CSL vs VOO
+775.2%
+711.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.4% | -0.6% | -0.3% |
| 7D | +2.0% | -4.7% | +6.8% | +7.4% |
| 30D | +16.3% | -5.9% | +22.2% | +23.9% |
| 3M | -1.3% | -4.5% | +3.2% | +3.6% |
| 6M | +7.4% | +1.9% | +5.5% | +5.5% |
| YTD | +19.6% | +8.4% | +11.2% | +10.0% |
| 1Y | +16.6% | +9.5% | +7.2% | +6.2% |
| 3Y | +44.8% | +75.3% | -30.4% | -19.8% |
| 5Y | +71.7% | +67.9% | +3.8% | -1.2% |
| 10Y | +309.7% | +314.4% | -4.7% | -18.0% |
| All | +1,486.5% | +775.2% | +711.3% | +16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling