+67.5%
CSR vs VOO
+777.9%
-710.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | -2.1% | -2.7% | +0.6% | -0.2% |
| 30D | +5.1% | -5.4% | +10.5% | +9.3% |
| 3M | +3.6% | -4.1% | +7.7% | +6.5% |
| 6M | -12.5% | +0.7% | -13.2% | -13.5% |
| YTD | -10.7% | +8.7% | -19.4% | -16.8% |
| 1Y | +0.5% | +11.0% | -10.5% | -7.9% |
| 3Y | +27.4% | +75.5% | -48.0% | -18.7% |
| 5Y | -28.4% | +68.4% | -96.7% | -53.3% |
| 10Y | +54.0% | +315.7% | -261.7% | -51.7% |
| All | +67.5% | +777.9% | -710.4% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling