-96.3%
CSAI vs VT
+12.5%
-108.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.5% | -17.1% | -16.5% |
| 7D | -32.8% | -0.1% | -32.6% | -31.3% |
| 30D | -38.2% | -3.1% | -35.2% | -33.2% |
| 3M | -70.1% | -3.5% | -66.7% | -67.3% |
| 6M | -90.5% | +0.5% | -91.0% | -90.1% |
| YTD | -93.4% | +10.8% | -104.2% | -94.3% |
| 1Y | -96.3% | +11.9% | -108.2% | -96.9% |
| All | -96.3% | +12.5% | -108.8% | -96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling