+755.1%
CSQ vs VOO
+806.9%
-51.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.1% |
| 7D | -1.0% | -0.9% | 0.0% | 0.0% |
| 30D | -4.2% | -2.3% | -1.9% | -1.8% |
| 3M | -3.8% | -1.2% | -2.6% | -2.5% |
| 6M | +0.6% | +3.3% | -2.7% | -2.5% |
| YTD | +8.8% | +12.3% | -3.6% | -3.1% |
| 1Y | +10.5% | +12.5% | -2.0% | -1.6% |
| 3Y | +81.8% | +79.2% | +2.6% | +1.0% |
| 5Y | +50.6% | +75.7% | -25.1% | -14.3% |
| 10Y | +336.5% | +313.7% | +22.8% | +12.6% |
| All | +755.1% | +806.9% | -51.8% | +17.4% |
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