+30.7%
CSR vs VOO
+78.4%
-47.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.4% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | +2.9% | -3.3% | +6.2% | +4.3% |
| 3M | +2.9% | -2.4% | +5.3% | +3.8% |
| 6M | -12.6% | +2.6% | -15.2% | -13.9% |
| YTD | -10.2% | +11.3% | -21.5% | -14.9% |
| 1Y | +1.3% | +13.4% | -12.1% | -5.0% |
| 3Y | +30.7% | +80.3% | -49.6% | -27.6% |
| All | +30.7% | +78.4% | -47.8% | -27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling