+902.3%
CSW vs VOO
+317.9%
+584.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.3% | +3.7% | +3.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.5% |
| 30D | +0.3% | -3.3% | +3.6% | +4.0% |
| 3M | -17.8% | -2.4% | -15.4% | -15.5% |
| 6M | +6.3% | +2.6% | +3.7% | +4.3% |
| YTD | -1.5% | +11.3% | -12.7% | -10.9% |
| 1Y | +18.1% | +13.4% | +4.6% | +4.8% |
| 3Y | +73.6% | +80.3% | -6.7% | +0.5% |
| 5Y | +109.0% | +72.7% | +36.3% | +25.0% |
| 10Y | +902.3% | +310.0% | +592.3% | +150.0% |
| All | +902.3% | +317.9% | +584.4% | +150.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling