+19.3%
CSRE vs VOO
+27.5%
-8.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.2% |
| 7D | +2.5% | -0.6% | +3.1% | +2.7% |
| 30D | +7.0% | -3.6% | +10.7% | +8.7% |
| 3M | +1.9% | -2.7% | +4.6% | +3.0% |
| 6M | +1.8% | +2.2% | -0.4% | +0.4% |
| YTD | +15.5% | +10.9% | +4.6% | +9.0% |
| 1Y | +13.2% | +11.3% | +1.9% | +6.6% |
| All | +19.3% | +27.5% | -8.2% | +1.8% |
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