+397.6%
CSWC vs VOO
+317.9%
+79.7%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.7% |
| 7D | +0.3% | +0.1% | +0.2% | +0.1% |
| 30D | +0.6% | -3.3% | +3.9% | +3.0% |
| 3M | -4.0% | -2.4% | -1.6% | -2.5% |
| 6M | +3.8% | +2.6% | +1.2% | +1.7% |
| YTD | +16.0% | +11.3% | +4.8% | +7.2% |
| 1Y | +26.3% | +13.4% | +12.9% | +15.0% |
| 3Y | +52.7% | +80.3% | -27.6% | -0.5% |
| 5Y | +54.4% | +72.7% | -18.3% | +2.7% |
| 10Y | +397.6% | +310.0% | +87.6% | +103.6% |
| All | +397.6% | +317.9% | +79.7% | +103.6% |
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