-31.1%
CSR vs VOO
+72.6%
-103.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | -0.5% | +2.6% | -3.1% | -2.0% |
| 30D | +2.7% | -2.0% | +4.6% | +3.7% |
| 3M | +3.2% | -2.8% | +6.0% | +4.8% |
| 6M | -14.5% | +2.2% | -16.7% | -16.1% |
| YTD | -11.1% | +11.5% | -22.6% | -17.5% |
| 1Y | -8.1% | +13.5% | -21.6% | -15.8% |
| 3Y | +31.2% | +78.1% | -46.9% | -13.8% |
| All | -31.1% | +72.6% | -103.7% | -54.5% |
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