-61.5%
CSGP vs VO
+68.0%
-129.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.4% |
| 7D | -7.1% | +0.2% | -7.3% | -7.3% |
| 30D | +3.6% | +2.0% | +1.6% | +1.6% |
| 3M | -2.7% | -0.3% | -2.4% | -2.5% |
| 6M | -8.0% | +7.3% | -15.3% | -14.5% |
| YTD | -55.0% | +15.0% | -70.0% | -61.0% |
| 1Y | -55.8% | +14.7% | -70.4% | -61.6% |
| All | -61.5% | +68.0% | -129.4% | -79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling