+785.4%
VOO vs CSGP
+634.9%
+150.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.7% | -3.9% |
| 7D | -4.7% | +13.9% | -18.6% | -8.3% |
| 30D | -5.9% | +16.0% | -21.9% | -10.8% |
| 3M | -4.5% | +6.1% | -10.6% | -7.6% |
| 6M | +1.9% | -8.2% | +10.0% | +1.8% |
| YTD | +8.4% | -52.3% | +60.7% | +30.8% |
| 1Y | +9.5% | -54.5% | +64.0% | +33.7% |
| 3Y | +75.3% | -58.6% | +133.9% | +114.8% |
| 5Y | +67.9% | -61.5% | +129.4% | +104.8% |
| 10Y | +314.4% | +74.7% | +239.8% | +203.1% |
| All | +785.4% | +634.9% | +150.5% | +235.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling