-54.5%
CSGP vs VO
+12.3%
-66.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | +0.3% |
| 7D | +13.9% | -3.3% | +17.2% | +15.9% |
| 30D | +16.0% | -1.8% | +17.8% | +17.0% |
| 3M | +6.1% | -3.4% | +9.5% | +7.9% |
| 6M | -8.2% | +3.0% | -11.2% | -10.0% |
| YTD | -52.3% | +10.7% | -63.1% | -55.4% |
| 1Y | -54.5% | +11.8% | -66.3% | -58.0% |
| All | -54.5% | +12.3% | -66.8% | -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