-64.8%
CSGP vs VNQ
+5.2%
-69.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.8% | -1.8% |
| 7D | -4.1% | -1.3% | -2.8% | -3.0% |
| 30D | +2.3% | -2.9% | +5.2% | +5.2% |
| 3M | -8.2% | +0.8% | -9.0% | -8.3% |
| 6M | -35.1% | +2.5% | -37.5% | -36.4% |
| YTD | -54.0% | +10.6% | -64.7% | -57.9% |
| 1Y | -65.3% | +9.1% | -74.4% | -67.8% |
| 3Y | -62.6% | +31.0% | -93.6% | -70.6% |
| All | -64.8% | +5.2% | -69.9% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling