+32.0%
CSMD vs VOO
+73.9%
-41.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.6% |
| 7D | -4.2% | -2.7% | -1.5% | -1.1% |
| 30D | -4.3% | -5.4% | +1.0% | +2.0% |
| 3M | -6.2% | -4.1% | -2.1% | -1.5% |
| 6M | -3.8% | +0.7% | -4.5% | -4.3% |
| YTD | +4.1% | +8.7% | -4.6% | -4.7% |
| 1Y | +2.0% | +11.0% | -9.0% | -8.6% |
| 3Y | +42.5% | +75.5% | -33.0% | -22.7% |
| All | +32.0% | +73.9% | -41.9% | -27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling