+803.6%
CSQ vs VOO
+817.1%
-13.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +2.4% | +0.1% | +2.4% | +2.4% |
| 3M | +4.1% | +2.0% | +2.1% | +2.1% |
| 6M | +16.5% | +13.0% | +3.5% | +3.0% |
| YTD | +14.9% | +13.6% | +1.3% | +1.2% |
| 1Y | +21.2% | +20.1% | +1.1% | +0.9% |
| 3Y | +76.7% | +77.6% | -0.9% | -1.0% |
| 5Y | +64.5% | +82.4% | -18.0% | -10.0% |
| 10Y | +343.7% | +316.8% | +26.9% | +13.4% |
| All | +803.6% | +817.1% | -13.5% | +22.5% |
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