+602.8%
CSV vs VOO
+775.2%
-172.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.6% | -4.4% | -17.2% | -18.3% |
| 7D | -20.1% | -4.7% | -15.4% | -16.5% |
| 30D | -14.0% | -5.9% | -8.1% | -9.3% |
| 3M | -31.6% | -4.5% | -27.1% | -28.7% |
| 6M | -40.2% | +1.9% | -42.1% | -40.9% |
| YTD | -32.6% | +8.4% | -41.0% | -36.5% |
| 1Y | -34.6% | +9.5% | -44.0% | -38.8% |
| 3Y | +25.9% | +75.3% | -49.3% | -18.9% |
| 5Y | -38.3% | +67.9% | -106.2% | -59.0% |
| 10Y | +37.0% | +314.4% | -277.5% | -53.8% |
| All | +602.8% | +775.2% | -172.4% | +48.7% |
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