-53.3%
CSGP vs VO
+16.3%
-69.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.2% | +3.5% |
| 7D | +18.3% | +1.0% | +17.3% | +17.6% |
| 30D | +17.8% | +2.6% | +15.2% | +16.0% |
| 3M | +9.3% | -0.3% | +9.5% | +9.2% |
| 6M | -7.9% | +7.6% | -15.5% | -12.1% |
| YTD | -51.5% | +14.7% | -66.3% | -55.6% |
| 1Y | -53.3% | +16.4% | -69.7% | -58.0% |
| All | -53.3% | +16.3% | -69.6% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling