-54.6%
CSGP vs VO
+11.7%
-66.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.5% | -4.6% |
| 7D | +1.3% | -2.6% | +3.8% | +2.6% |
| 30D | +10.7% | -0.9% | +11.6% | +11.1% |
| 3M | +3.3% | -3.0% | +6.3% | +4.8% |
| 6M | -10.3% | +2.2% | -12.5% | -11.5% |
| YTD | -54.6% | +10.6% | -65.1% | -57.2% |
| 1Y | -54.6% | +12.5% | -67.2% | -58.0% |
| All | -54.6% | +11.7% | -66.3% | -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