+549.1%
CSGP vs VNQ
+392.5%
+156.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.8% | -2.1% |
| 7D | -4.1% | -1.3% | -2.8% | -3.4% |
| 30D | +2.3% | -2.9% | +5.2% | +4.1% |
| 3M | -8.2% | +0.8% | -9.0% | -8.3% |
| 6M | -35.1% | +2.5% | -37.5% | -35.9% |
| YTD | -54.0% | +10.6% | -64.7% | -56.5% |
| 1Y | -65.3% | +9.1% | -74.4% | -66.9% |
| 3Y | -62.6% | +31.0% | -93.6% | -67.6% |
| 5Y | -64.8% | +4.9% | -69.7% | -65.5% |
| 10Y | +45.1% | +59.5% | -14.4% | +12.7% |
| All | +549.1% | +392.5% | +156.6% | +132.7% |
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