+310.7%
VOO vs CSGP
+65.8%
+244.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.2% | -1.1% |
| 7D | +2.6% | +1.3% | +1.2% | +2.2% |
| 30D | -2.0% | +2.8% | -4.8% | -3.7% |
| 3M | -2.8% | -6.3% | +3.6% | -2.3% |
| 6M | +2.2% | -3.2% | +5.3% | +0.6% |
| YTD | +11.5% | -54.0% | +65.5% | +36.1% |
| 1Y | +13.5% | -54.8% | +68.3% | +39.2% |
| 3Y | +78.1% | -60.6% | +138.7% | +121.8% |
| 5Y | +73.1% | -62.6% | +135.8% | +113.4% |
| All | +310.7% | +65.8% | +244.9% | +241.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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