+727.1%
CSM vs VOO
+775.2%
-48.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | +0.3% |
| 7D | -3.9% | -4.7% | +0.8% | +0.9% |
| 30D | -4.6% | -5.9% | +1.3% | +1.3% |
| 3M | -5.0% | -4.5% | -0.5% | -0.6% |
| 6M | +2.0% | +1.9% | +0.2% | +0.1% |
| YTD | +6.8% | +8.4% | -1.6% | -1.6% |
| 1Y | +9.2% | +9.5% | -0.3% | -0.4% |
| 3Y | +76.2% | +75.3% | +1.0% | +0.7% |
| 5Y | +65.0% | +67.9% | -2.9% | -1.7% |
| 10Y | +275.4% | +314.4% | -39.1% | -8.8% |
| All | +727.1% | +775.2% | -48.2% | -5.7% |
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