-63.2%
CSGP vs VNQ
+5.4%
-68.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.2% |
| 7D | +1.3% | +1.9% | -0.6% | -0.4% |
| 30D | +10.7% | +7.9% | +2.8% | +3.7% |
| 3M | +3.3% | -1.5% | +4.8% | +5.1% |
| 6M | -10.3% | +0.3% | -10.7% | -10.1% |
| YTD | -54.6% | +11.3% | -65.8% | -58.6% |
| 1Y | -54.6% | +11.8% | -66.5% | -58.8% |
| 3Y | -60.3% | +40.8% | -101.2% | -70.8% |
| All | -63.2% | +5.4% | -68.6% | -64.6% |
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