+818.4%
VOO vs CSGP
+578.3%
+240.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | +0.3% |
| 7D | -0.4% | -5.4% | +5.0% | +1.2% |
| 30D | -1.4% | -6.0% | +4.7% | +0.1% |
| 3M | +3.7% | -12.8% | +16.5% | +6.8% |
| 6M | +13.0% | -38.9% | +51.9% | +29.0% |
| YTD | +12.4% | -56.0% | +68.4% | +40.4% |
| 1Y | +18.6% | -66.4% | +85.0% | +60.9% |
| 3Y | +78.1% | -64.2% | +142.2% | +130.5% |
| 5Y | +82.3% | -67.0% | +149.3% | +135.3% |
| 10Y | +322.5% | +43.8% | +278.7% | +230.9% |
| All | +818.4% | +578.3% | +240.1% | +260.0% |
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