-70.4%
CSTE vs VOO
+612.6%
-683.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.5% |
| 30D | +28.0% | +0.1% | +28.0% | +27.9% |
| 3M | +71.7% | +2.0% | +69.7% | +68.6% |
| 6M | +233.7% | +13.0% | +220.7% | +199.3% |
| YTD | +59.7% | +13.6% | +46.1% | +42.6% |
| 1Y | +113.7% | +20.1% | +93.6% | +82.2% |
| 3Y | -29.6% | +77.6% | -107.2% | -58.7% |
| 5Y | -77.0% | +82.4% | -159.4% | -86.9% |
| 10Y | -92.0% | +316.8% | -408.8% | -98.2% |
| All | -70.4% | +612.6% | -683.1% | -95.7% |
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