+56.2%
CSTE vs VOO
+14.7%
+41.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -6.6% |
| 7D | -33.9% | -0.7% | -33.1% | -33.0% |
| 30D | -43.6% | -1.1% | -42.6% | -42.4% |
| 3M | -29.0% | -0.3% | -28.7% | -28.2% |
| 6M | +29.1% | +7.4% | +21.8% | +16.2% |
| YTD | -11.8% | +13.4% | -25.2% | -25.8% |
| 1Y | +56.2% | +14.8% | +41.4% | +26.9% |
| All | +56.2% | +14.7% | +41.5% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling