+853.3%
CSW vs VOO
+306.9%
+546.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.0% |
| 7D | +1.6% | -0.6% | +2.2% | +2.5% |
| 30D | -1.1% | -3.6% | +2.5% | +2.9% |
| 3M | -18.2% | -2.7% | -15.5% | -15.6% |
| 6M | +4.8% | +2.2% | +2.6% | +3.2% |
| YTD | -2.8% | +10.9% | -13.7% | -11.8% |
| 1Y | +15.4% | +11.3% | +4.1% | +4.4% |
| 3Y | +69.8% | +76.9% | -7.1% | +0.1% |
| 5Y | +105.4% | +73.5% | +31.9% | +22.3% |
| 10Y | +853.3% | +307.7% | +545.7% | +141.6% |
| All | +853.3% | +306.9% | +546.4% | +141.6% |
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