+34.6%
CSTM vs VOO
+82.3%
-47.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +2.1% |
| 7D | +2.1% | +0.5% | +1.6% | +1.3% |
| 30D | -6.7% | -0.9% | -5.7% | -5.5% |
| 3M | -19.6% | +3.9% | -23.5% | -23.9% |
| 6M | +11.0% | +14.5% | -3.5% | -7.7% |
| YTD | +45.8% | +13.0% | +32.8% | +23.9% |
| 1Y | +91.8% | +19.4% | +72.3% | +51.3% |
| 3Y | +57.0% | +78.9% | -21.8% | -26.4% |
| 5Y | +34.6% | +82.3% | -47.6% | -40.2% |
| All | +34.6% | +82.3% | -47.7% | -40.2% |
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