+264.3%
CSM vs VOO
+309.6%
-45.3%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | +2.4% | +2.6% | -0.1% | -0.1% |
| 30D | -0.9% | -2.0% | +1.1% | +1.1% |
| 3M | -3.8% | -2.8% | -1.0% | -1.1% |
| 6M | +2.4% | +2.2% | +0.3% | +0.2% |
| YTD | +9.3% | +11.5% | -2.3% | -2.2% |
| 1Y | +12.7% | +13.5% | -0.8% | -0.9% |
| 3Y | +79.0% | +78.1% | +0.9% | +0.3% |
| 5Y | +68.7% | +73.1% | -4.5% | -2.9% |
| All | +264.3% | +309.6% | -45.3% | -13.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling