+427.3%
CSX vs VOO
+309.9%
+117.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.7% |
| 7D | -5.5% | -2.7% | -2.8% | -3.1% |
| 30D | +4.9% | -5.4% | +10.3% | +10.4% |
| 3M | -2.9% | -4.1% | +1.2% | +0.7% |
| 6M | +8.3% | +0.7% | +7.6% | +6.6% |
| YTD | +36.7% | +8.7% | +28.0% | +24.6% |
| 1Y | +41.5% | +11.0% | +30.5% | +26.3% |
| 3Y | +68.6% | +75.5% | -6.8% | -7.4% |
| 5Y | +48.4% | +68.4% | -19.9% | -15.5% |
| All | +427.3% | +309.9% | +117.4% | +10.1% |
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