-28.9%
CSR vs VOO
+67.9%
-96.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | -2.1% | -2.7% | +0.6% | -0.5% |
| 30D | +5.1% | -5.4% | +10.5% | +8.5% |
| 3M | +3.6% | -4.1% | +7.7% | +6.0% |
| 6M | -12.5% | +0.7% | -13.2% | -13.3% |
| YTD | -10.7% | +8.7% | -19.4% | -15.9% |
| 1Y | +0.5% | +11.0% | -10.5% | -6.7% |
| 3Y | +27.4% | +75.5% | -48.0% | -15.5% |
| All | -28.9% | +67.9% | -96.8% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling