+21.1%
CSV vs VOO
+75.5%
-54.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.2% |
| 7D | -22.9% | -2.7% | -20.2% | -20.8% |
| 30D | -20.5% | -5.4% | -15.1% | -17.1% |
| 3M | -27.3% | -4.1% | -23.3% | -24.8% |
| 6M | -42.1% | +0.7% | -42.9% | -41.9% |
| YTD | -35.9% | +8.7% | -44.7% | -38.7% |
| 1Y | -35.2% | +11.0% | -46.2% | -38.8% |
| 3Y | +21.1% | +75.5% | -54.4% | -42.4% |
| All | +21.1% | +75.5% | -54.4% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling