+15.4%
CSW vs VOO
+12.0%
+3.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -0.9% |
| 7D | +1.6% | -0.6% | +2.2% | +2.7% |
| 30D | -1.1% | -3.6% | +2.5% | +4.5% |
| 3M | -18.2% | -2.7% | -15.5% | -14.8% |
| 6M | +4.8% | +2.2% | +2.6% | +1.9% |
| YTD | -2.8% | +10.9% | -13.7% | -13.2% |
| 1Y | +15.4% | +11.3% | +4.1% | +3.0% |
| All | +15.4% | +12.0% | +3.4% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling