+51.1%
CSWC vs VOO
+67.5%
-16.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.2% | +0.7% |
| 7D | -0.6% | -4.7% | +4.1% | +2.6% |
| 30D | -0.9% | -5.9% | +5.0% | +3.1% |
| 3M | -2.2% | -4.5% | +2.4% | +0.8% |
| 6M | +1.0% | +1.9% | -0.8% | -0.4% |
| YTD | +15.0% | +8.4% | +6.6% | +8.6% |
| 1Y | +26.4% | +9.5% | +16.9% | +18.6% |
| 3Y | +51.2% | +75.3% | -24.0% | +4.6% |
| 5Y | +51.1% | +67.9% | -16.8% | +4.9% |
| All | +51.1% | +67.5% | -16.5% | +4.9% |
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