+79.4%
CSTM vs VOO
+17.3%
+62.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.3% |
| 7D | -1.9% | -2.0% | +0.1% | +2.0% |
| 30D | -13.1% | -1.7% | -11.4% | -10.3% |
| 3M | -20.4% | +4.7% | -25.1% | -27.6% |
| 6M | +2.0% | +12.6% | -10.6% | -19.6% |
| YTD | +37.9% | +11.8% | +26.1% | +10.0% |
| 1Y | +79.4% | +17.5% | +61.8% | +33.8% |
| All | +79.4% | +17.3% | +62.1% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling