+2.6%
CSR vs VOO
+12.0%
-9.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.6% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | +2.3% | -3.6% | +6.0% | +2.6% |
| 3M | +5.1% | -2.7% | +7.8% | +5.4% |
| 6M | -13.1% | +2.2% | -15.4% | -13.2% |
| YTD | -10.7% | +10.9% | -21.6% | -12.6% |
| 1Y | +2.6% | +11.3% | -8.8% | +0.2% |
| All | +2.6% | +12.0% | -9.4% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling