+37.4%
CSMD vs VOO
+81.7%
-44.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.6% |
| 30D | -3.4% | +0.1% | -3.4% | -3.4% |
| 3M | -2.6% | +2.0% | -4.7% | -4.7% |
| 6M | +2.3% | +13.0% | -10.7% | -10.5% |
| YTD | +8.4% | +13.6% | -5.2% | -5.7% |
| 1Y | +4.5% | +20.1% | -15.6% | -14.2% |
| 3Y | +31.9% | +77.6% | -45.7% | -29.4% |
| All | +37.4% | +81.7% | -44.3% | -28.7% |
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