+1,473.0%
CSL vs VOO
+777.9%
+695.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.2% |
| 7D | -0.2% | -2.7% | +2.6% | +2.8% |
| 30D | +18.1% | -5.4% | +23.4% | +25.0% |
| 3M | -1.5% | -4.1% | +2.6% | +2.9% |
| 6M | +1.2% | +0.7% | +0.4% | +0.5% |
| YTD | +18.6% | +8.7% | +9.9% | +8.7% |
| 1Y | +20.2% | +11.0% | +9.3% | +7.9% |
| 3Y | +45.0% | +75.5% | -30.5% | -19.8% |
| 5Y | +70.2% | +68.4% | +1.9% | -2.3% |
| 10Y | +306.2% | +315.7% | -9.4% | -18.9% |
| All | +1,473.0% | +777.9% | +695.2% | +15.3% |
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 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