+412.6%
CSX vs VOO
+317.9%
+94.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +0.5% |
| 7D | -2.2% | +0.1% | -2.3% | -2.4% |
| 30D | +6.8% | -3.3% | +10.1% | +10.1% |
| 3M | +0.7% | -2.4% | +3.1% | +2.7% |
| 6M | +13.3% | +2.6% | +10.7% | +9.5% |
| YTD | +40.5% | +11.3% | +29.2% | +25.2% |
| 1Y | +44.7% | +13.4% | +31.2% | +26.4% |
| 3Y | +74.5% | +80.3% | -5.8% | -6.6% |
| 5Y | +52.0% | +72.7% | -20.7% | -15.5% |
| 10Y | +412.6% | +310.0% | +102.6% | +14.9% |
| All | +412.6% | +317.9% | +94.8% | +14.9% |
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 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