-54.8%
CSGP vs VCLT
-4.7%
-50.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.3% |
| 7D | +1.3% | -2.3% | +3.6% | +3.8% |
| 30D | +2.8% | +0.8% | +2.1% | +2.9% |
| 3M | -6.3% | -2.7% | -3.7% | -5.0% |
| 6M | -3.2% | -4.3% | +1.1% | -2.1% |
| YTD | -54.0% | -4.3% | -49.6% | -53.7% |
| 1Y | -54.8% | -4.4% | -50.5% | -54.5% |
| All | -54.8% | -4.7% | -50.2% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling