-96.0%
CSTE vs VOO
+309.6%
-405.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.3% | -0.4% | -17.9% | -18.0% |
| 7D | -15.7% | +2.6% | -18.3% | -17.3% |
| 30D | -60.4% | -2.0% | -58.4% | -59.1% |
| 3M | -64.9% | -2.8% | -62.2% | -63.6% |
| 6M | -28.2% | +2.2% | -30.4% | -28.3% |
| YTD | -42.5% | +11.5% | -54.0% | -46.4% |
| 1Y | +8.1% | +13.5% | -5.4% | -0.4% |
| 3Y | -73.6% | +78.1% | -151.7% | -83.2% |
| 5Y | -91.2% | +73.1% | -164.3% | -94.3% |
| All | -96.0% | +309.6% | -405.6% | -99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling