+47.4%
CSR vs VOO
+306.9%
-259.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | +2.3% | -3.6% | +6.0% | +4.8% |
| 3M | +5.1% | -2.7% | +7.8% | +6.9% |
| 6M | -13.1% | +2.2% | -15.4% | -15.0% |
| YTD | -10.7% | +10.9% | -21.6% | -17.7% |
| 1Y | +2.6% | +11.3% | -8.8% | -5.8% |
| 3Y | +29.3% | +76.9% | -47.6% | -16.6% |
| 5Y | -29.5% | +73.5% | -103.0% | -54.2% |
| 10Y | +47.4% | +307.7% | -260.3% | -45.3% |
| All | +47.4% | +306.9% | -259.5% | -45.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling