+642.3%
CSGP vs VCIT
+98.3%
+544.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.1% | -0.3% | -3.7% | -3.9% |
| 30D | +2.3% | -0.8% | +3.1% | +2.8% |
| 3M | -8.2% | -1.0% | -7.2% | -7.6% |
| 6M | -35.1% | -1.8% | -33.2% | -34.4% |
| YTD | -54.0% | -0.7% | -53.3% | -53.9% |
| 1Y | -65.3% | +1.0% | -66.3% | -65.5% |
| 3Y | -62.6% | +18.8% | -81.4% | -65.6% |
| 5Y | -64.8% | +3.5% | -68.3% | -67.2% |
| 10Y | +45.1% | +29.2% | +15.9% | +45.6% |
| All | +642.3% | +98.3% | +544.0% | +1,065.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling