+277.2%
CSTM vs VOO
+314.4%
-37.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +0.2% |
| 7D | +1.3% | -0.9% | +2.2% | +3.2% |
| 30D | -9.8% | -2.3% | -7.4% | -5.7% |
| 3M | -23.1% | -1.2% | -21.9% | -21.4% |
| 6M | -32.7% | +3.3% | -36.1% | -36.0% |
| YTD | +22.1% | +12.3% | +9.7% | +1.5% |
| 1Y | +42.5% | +12.5% | +30.0% | +18.2% |
| 3Y | +31.0% | +79.2% | -48.2% | -50.7% |
| 5Y | +18.7% | +75.7% | -56.9% | -53.6% |
| 10Y | +277.2% | +313.7% | -36.5% | -63.5% |
| All | +277.2% | +314.4% | -37.2% | -63.5% |
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