+53.8%
CSTL vs VOO
+184.7%
-130.9%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +8.3% | +0.1% | +8.2% | +8.2% |
| 3M | +52.4% | +2.0% | +50.3% | +49.0% |
| 6M | +16.8% | +13.0% | +3.8% | +2.4% |
| YTD | -15.4% | +13.6% | -29.0% | -26.2% |
| 1Y | +42.5% | +20.1% | +22.5% | +16.7% |
| 3Y | +67.4% | +77.6% | -10.2% | -11.5% |
| 5Y | -57.1% | +82.4% | -139.6% | -77.4% |
| All | +53.8% | +184.7% | -130.9% | -36.7% |
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