-53.3%
CSGP vs VSH
+62.1%
-115.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.1% | +9.1% | +3.1% |
| 7D | +18.3% | -13.6% | +31.9% | +15.6% |
| 30D | +17.8% | -30.4% | +48.1% | +12.3% |
| 3M | +9.3% | -33.3% | +42.5% | +4.3% |
| 6M | -7.9% | -15.1% | +7.2% | -13.0% |
| YTD | -51.5% | +80.2% | -131.8% | -57.0% |
| 1Y | -53.3% | +63.4% | -116.7% | -57.7% |
| All | -53.3% | +62.1% | -115.4% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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