-76.6%
CSTE vs VOO
+81.6%
-158.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.5% |
| 7D | +0.3% | -0.4% | +0.7% | +0.6% |
| 30D | +18.0% | -1.4% | +19.4% | +19.3% |
| 3M | +73.0% | +3.7% | +69.3% | +68.0% |
| 6M | +271.6% | +13.0% | +258.6% | +237.7% |
| YTD | +61.8% | +12.4% | +49.4% | +47.8% |
| 1Y | +116.5% | +18.6% | +98.0% | +90.7% |
| 3Y | -30.0% | +78.1% | -108.1% | -54.8% |
| 5Y | -76.6% | +82.3% | -158.9% | -85.4% |
| All | -76.6% | +81.6% | -158.2% | -85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling