+103.9%
CSW vs VOO
+75.1%
+28.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.2% |
| 7D | -3.7% | -0.9% | -2.7% | -2.6% |
| 30D | -1.4% | -2.3% | +1.0% | +1.3% |
| 3M | -18.9% | -1.2% | -17.7% | -17.7% |
| 6M | +4.0% | +3.3% | +0.7% | +1.1% |
| YTD | -2.7% | +12.3% | -15.0% | -13.1% |
| 1Y | +14.4% | +12.5% | +1.9% | +2.1% |
| 3Y | +70.0% | +79.2% | -9.1% | +1.6% |
| 5Y | +103.9% | +75.7% | +28.2% | +21.6% |
| All | +103.9% | +75.1% | +28.7% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling