-57.7%
CSGP vs VCIT
+19.6%
-77.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.1% |
| 7D | +18.3% | +0.4% | +17.9% | +17.5% |
| 30D | +17.8% | +2.2% | +15.6% | +14.4% |
| 3M | +9.3% | -1.8% | +11.1% | +12.0% |
| 6M | -7.9% | -1.6% | -6.3% | -6.0% |
| YTD | -51.5% | -1.7% | -49.8% | -50.5% |
| 1Y | -53.3% | -0.8% | -52.5% | -53.0% |
| All | -57.7% | +19.6% | -77.3% | -68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling