+71.1%
CSR vs VOO
+775.2%
-704.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.5% | +1.3% |
| 7D | -0.5% | -4.7% | +4.2% | +3.0% |
| 30D | +5.4% | -5.9% | +11.3% | +10.0% |
| 3M | +4.2% | -4.5% | +8.7% | +7.5% |
| 6M | -8.2% | +1.9% | -10.1% | -10.0% |
| YTD | -8.7% | +8.4% | -17.1% | -14.8% |
| 1Y | +2.9% | +9.5% | -6.5% | -4.7% |
| 3Y | +33.5% | +75.3% | -41.8% | -14.8% |
| 5Y | -26.9% | +67.9% | -94.7% | -52.1% |
| 10Y | +57.3% | +314.4% | -257.1% | -50.6% |
| All | +71.1% | +775.2% | -704.2% | -73.1% |
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