-35.7%
CSR vs VOO
+82.6%
-118.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -7.0% | +0.1% | -7.1% | -7.1% |
| 3M | -10.6% | +2.0% | -12.6% | -11.9% |
| 6M | -13.4% | +13.0% | -26.4% | -20.0% |
| YTD | -18.5% | +13.6% | -32.1% | -25.1% |
| 1Y | -6.6% | +20.1% | -26.7% | -17.4% |
| 3Y | -4.4% | +77.6% | -81.9% | -36.5% |
| All | -35.7% | +82.6% | -118.3% | -59.0% |
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