-54.6%
CSGP vs VFC
+41.4%
-96.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +1.3% | +11.2% | -9.9% | -1.1% |
| 30D | +10.7% | +41.5% | -30.8% | +2.9% |
| 3M | +3.3% | +38.9% | -35.7% | -3.7% |
| 6M | -10.3% | +6.1% | -16.5% | -12.3% |
| YTD | -54.6% | +14.5% | -69.1% | -56.2% |
| 1Y | -54.6% | +46.0% | -100.6% | -59.1% |
| All | -54.6% | +41.4% | -96.0% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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