+73.5%
VOO vs CSGP
-63.3%
+136.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.2% |
| 7D | -0.6% | -3.2% | +2.6% | 0.0% |
| 30D | -3.6% | +2.2% | -5.9% | -4.8% |
| 3M | -2.7% | -3.7% | +0.9% | -3.0% |
| 6M | +2.2% | -7.4% | +9.7% | +2.3% |
| YTD | +10.9% | -54.9% | +65.8% | +32.3% |
| 1Y | +11.3% | -54.9% | +66.2% | +32.6% |
| 3Y | +76.9% | -61.9% | +138.8% | +115.5% |
| 5Y | +73.5% | -63.1% | +136.6% | +111.7% |
| All | +73.5% | -63.3% | +136.9% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling