+842.3%
CSW vs VOO
+365.5%
+476.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.1% |
| 7D | -5.0% | -2.7% | -2.3% | -2.3% |
| 30D | -5.1% | -5.4% | +0.2% | +0.3% |
| 3M | -21.8% | -4.1% | -17.7% | -18.4% |
| 6M | -3.1% | +0.7% | -3.9% | -3.3% |
| YTD | -7.1% | +8.7% | -15.8% | -13.6% |
| 1Y | +9.4% | +11.0% | -1.6% | -0.3% |
| 3Y | +62.0% | +75.5% | -13.5% | -1.2% |
| 5Y | +99.2% | +68.4% | +30.8% | +25.1% |
| 10Y | +863.1% | +315.7% | +547.4% | +209.3% |
| All | +842.3% | +365.5% | +476.7% | +213.0% |
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 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