+81.1%
CSCL vs VT
+25.1%
+55.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -15.1% | -1.6% | -13.5% | -12.3% |
| 30D | -17.5% | -2.5% | -15.0% | -13.0% |
| 3M | -25.1% | -1.3% | -23.8% | -22.7% |
| 6M | +11.9% | +3.1% | +8.8% | +8.3% |
| YTD | +50.3% | +10.9% | +39.4% | +32.4% |
| 1Y | +56.7% | +12.1% | +44.7% | +35.3% |
| All | +81.1% | +25.1% | +55.9% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling