+65.2%
CSGP vs VO
+196.6%
-131.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.5% | -4.5% |
| 7D | +1.3% | -2.6% | +3.8% | +3.8% |
| 30D | +10.7% | -0.9% | +11.6% | +11.7% |
| 3M | +3.3% | -3.0% | +6.3% | +6.3% |
| 6M | -10.3% | +2.2% | -12.5% | -12.7% |
| YTD | -54.6% | +10.6% | -65.1% | -59.1% |
| 1Y | -54.6% | +12.5% | -67.2% | -59.9% |
| 3Y | -60.3% | +61.4% | -121.7% | -75.4% |
| 5Y | -63.3% | +33.4% | -96.7% | -72.4% |
| All | +65.2% | +196.6% | -131.3% | -49.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling