+77.5%
CSGP vs VCIT
+28.7%
+48.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.4% |
| 7D | +18.3% | +0.4% | +17.9% | +17.7% |
| 30D | +17.8% | +2.2% | +15.6% | +15.3% |
| 3M | +9.3% | -1.8% | +11.1% | +11.6% |
| 6M | -7.9% | -1.6% | -6.3% | -6.3% |
| YTD | -51.5% | -1.7% | -49.8% | -50.6% |
| 1Y | -53.3% | -0.8% | -52.5% | -52.9% |
| 3Y | -57.9% | +19.3% | -77.2% | -64.7% |
| 5Y | -61.3% | +3.5% | -64.8% | -63.7% |
| 10Y | +77.5% | +28.6% | +48.9% | +73.1% |
| All | +77.5% | +28.7% | +48.8% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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