+67.3%
CSGP vs VNQ
+84.1%
-16.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.6% | +1.0% |
| 7D | -1.8% | +2.4% | -4.2% | -3.5% |
| 30D | +5.3% | +7.3% | -2.0% | +0.1% |
| 3M | +3.3% | -0.3% | +3.6% | +3.9% |
| 6M | -4.7% | +2.5% | -7.1% | -5.9% |
| YTD | -53.5% | +13.1% | -66.6% | -57.5% |
| 1Y | -53.7% | +11.9% | -65.6% | -57.3% |
| 3Y | -59.7% | +46.2% | -105.9% | -69.4% |
| 5Y | -62.5% | +7.4% | -69.9% | -64.5% |
| 10Y | +67.3% | +82.5% | -15.2% | +13.5% |
| All | +67.3% | +84.1% | -16.9% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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