+541.5%
CSGP vs VNQ
+395.3%
+146.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.4% |
| 7D | +1.3% | +1.9% | -0.6% | +0.3% |
| 30D | +10.7% | +7.9% | +2.8% | +6.3% |
| 3M | +3.3% | -1.5% | +4.8% | +4.5% |
| 6M | -10.3% | +0.3% | -10.7% | -10.1% |
| YTD | -54.6% | +11.3% | -65.8% | -57.1% |
| 1Y | -54.6% | +11.8% | -66.5% | -57.3% |
| 3Y | -60.3% | +40.8% | -101.2% | -67.0% |
| 5Y | -63.3% | +5.7% | -69.0% | -64.1% |
| 10Y | +66.5% | +80.9% | -14.4% | +21.5% |
| All | +541.5% | +395.3% | +146.3% | +129.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling