-60.6%
CSGP vs VNQ
+44.6%
-105.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.8% | +2.8% |
| 7D | +1.3% | +0.8% | +0.6% | +0.6% |
| 30D | +2.8% | +6.8% | -4.0% | -2.9% |
| 3M | -6.3% | -1.3% | -5.0% | -5.0% |
| 6M | -3.2% | +2.4% | -5.5% | -4.6% |
| YTD | -54.0% | +12.1% | -66.1% | -58.3% |
| 1Y | -54.8% | +12.0% | -66.8% | -59.0% |
| 3Y | -60.6% | +44.8% | -105.4% | -71.4% |
| All | -60.6% | +44.6% | -105.2% | -71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling