-65.4%
CSGP vs VIK
+233.3%
-298.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.6% | +2.3% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +5.3% | +6.8% | -1.5% | +4.0% |
| 3M | +3.3% | -17.6% | +20.9% | +6.4% |
| 6M | -4.7% | +5.4% | -10.1% | -6.8% |
| YTD | -53.5% | +22.1% | -75.6% | -56.4% |
| 1Y | -53.7% | +49.3% | -103.0% | -59.0% |
| All | -65.4% | +233.3% | -298.8% | -74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 10y: compounded portfolio wealth divided by compounded VIK 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…
10y analysis · Full analysis span regression · 6 months rolling