+984.0%
CSX vs VOO
+817.1%
+167.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.3% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -3.1% | +0.1% | -3.1% | -3.2% |
| 3M | +7.2% | +2.0% | +5.2% | +4.5% |
| 6M | +16.2% | +13.0% | +3.1% | +1.5% |
| YTD | +37.5% | +13.6% | +24.0% | +19.4% |
| 1Y | +53.2% | +20.1% | +33.2% | +25.1% |
| 3Y | +68.2% | +77.6% | -9.3% | -11.7% |
| 5Y | +65.2% | +82.4% | -17.2% | -17.0% |
| 10Y | +504.1% | +316.8% | +187.3% | +14.3% |
| All | +984.0% | +817.1% | +167.0% | -19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling