-54.9%
CSGP vs VSH
+86.1%
-141.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.4% | -4.4% | -2.7% |
| 7D | -3.2% | -1.6% | -1.6% | -3.3% |
| 30D | +2.2% | -21.3% | +23.5% | -0.7% |
| 3M | -3.7% | -18.9% | +15.3% | -5.6% |
| 6M | -7.4% | -21.4% | +14.0% | -11.6% |
| YTD | -54.9% | +86.8% | -141.7% | -59.1% |
| 1Y | -54.9% | +85.8% | -140.6% | -59.2% |
| All | -54.9% | +86.1% | -141.0% | -59.2% |
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