+37.4%
CSMD vs VOO
+79.6%
-42.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | -0.4% |
| 7D | -0.2% | -0.9% | +0.7% | +1.0% |
| 30D | -0.5% | -2.3% | +1.9% | +2.4% |
| 3M | -4.7% | -1.2% | -3.6% | -3.3% |
| 6M | +2.4% | +3.3% | -0.9% | -1.0% |
| YTD | +8.4% | +12.3% | -3.9% | -4.3% |
| 1Y | +4.4% | +12.5% | -8.1% | -8.0% |
| 3Y | +48.5% | +79.2% | -30.6% | -21.4% |
| All | +37.4% | +79.6% | -42.2% | -27.7% |
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 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