+86.8%
CSTM vs VOO
+490.3%
-403.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.3% |
| 30D | -8.5% | +0.1% | -8.6% | -8.7% |
| 3M | -24.9% | +2.0% | -26.9% | -27.2% |
| 6M | +1.9% | +13.0% | -11.1% | -15.7% |
| YTD | +44.0% | +13.6% | +30.4% | +18.3% |
| 1Y | +94.6% | +20.1% | +74.5% | +46.3% |
| 3Y | +49.9% | +77.6% | -27.6% | -39.6% |
| 5Y | +29.0% | +82.4% | -53.4% | -50.4% |
| 10Y | +244.9% | +316.8% | -72.0% | -57.0% |
| All | +86.8% | +490.3% | -403.5% | -82.3% |
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