-65.3%
CSGP vs VIG
+16.9%
-82.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.0% |
| 7D | -4.1% | -0.4% | -3.6% | -3.7% |
| 30D | +2.3% | -1.0% | +3.3% | +3.3% |
| 3M | -8.2% | +2.8% | -10.9% | -9.5% |
| 6M | -35.1% | +8.2% | -43.3% | -38.2% |
| YTD | -54.0% | +11.0% | -65.1% | -57.2% |
| 1Y | -65.3% | +16.1% | -81.5% | -68.2% |
| All | -65.3% | +16.9% | -82.2% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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