+388.2%
CSWC vs VOO
+311.2%
+77.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.6% |
| 7D | +1.0% | +3.3% | -2.3% | -1.3% |
| 30D | +0.8% | -2.7% | +3.5% | +2.7% |
| 3M | -3.9% | -1.7% | -2.2% | -2.8% |
| 6M | +4.2% | +3.1% | +1.1% | +1.8% |
| YTD | +16.1% | +11.9% | +4.1% | +6.8% |
| 1Y | +25.3% | +12.1% | +13.2% | +15.1% |
| 3Y | +51.7% | +78.6% | -26.8% | -0.4% |
| 5Y | +53.2% | +73.8% | -20.6% | +1.4% |
| All | +388.2% | +311.2% | +77.0% | +102.1% |
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