-69.3%
CSAN vs VT
+60.5%
-129.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.3% | -5.0% | -5.0% |
| 7D | -5.3% | -2.0% | -3.3% | -3.2% |
| 30D | -5.1% | -0.1% | -5.0% | -4.9% |
| 3M | +3.1% | +7.1% | -4.0% | -3.9% |
| 6M | -24.0% | +17.7% | -41.7% | -35.7% |
| YTD | -20.8% | +19.7% | -40.5% | -34.3% |
| 1Y | -48.1% | +20.6% | -68.7% | -57.3% |
| 3Y | -69.0% | +76.7% | -145.7% | -82.9% |
| All | -69.3% | +60.5% | -129.7% | -80.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling