+609.3%
CSV vs VOO
+806.9%
-197.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.1% | -3.8% |
| 7D | -20.9% | -0.9% | -20.0% | -19.7% |
| 30D | -17.1% | -2.3% | -14.8% | -15.0% |
| 3M | -15.1% | -1.2% | -13.9% | -13.7% |
| 6M | -36.0% | +3.3% | -39.3% | -37.4% |
| YTD | -32.0% | +12.3% | -44.3% | -37.6% |
| 1Y | -30.9% | +12.5% | -43.4% | -36.8% |
| 3Y | +40.9% | +79.2% | -38.3% | -10.7% |
| 5Y | -39.1% | +75.7% | -114.8% | -60.9% |
| 10Y | +26.8% | +313.7% | -286.9% | -57.2% |
| All | +609.3% | +806.9% | -197.6% | +46.1% |
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