-39.1%
CSV vs VOO
+75.1%
-114.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.1% | -3.9% |
| 7D | -20.9% | -0.9% | -20.0% | -19.7% |
| 30D | -17.1% | -2.3% | -14.8% | -14.9% |
| 3M | -15.1% | -1.2% | -13.9% | -13.6% |
| 6M | -36.0% | +3.3% | -39.3% | -37.4% |
| YTD | -32.0% | +12.3% | -44.3% | -37.8% |
| 1Y | -30.9% | +12.5% | -43.4% | -37.0% |
| 3Y | +40.9% | +79.2% | -38.3% | -15.9% |
| 5Y | -39.1% | +75.7% | -114.8% | -63.3% |
| All | -39.1% | +75.1% | -114.2% | -63.3% |
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 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