+3,264.4%
CSGP vs VSH
+428.6%
+2,835.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.4% | -6.9% | -3.6% |
| 7D | -4.1% | +4.1% | -8.1% | -5.2% |
| 30D | +2.3% | -4.2% | +6.5% | +2.7% |
| 3M | -8.2% | -50.0% | +41.8% | +5.4% |
| 6M | -35.1% | +80.2% | -115.2% | -49.5% |
| YTD | -54.0% | +121.1% | -175.1% | -66.6% |
| 1Y | -65.3% | +112.0% | -177.3% | -74.7% |
| 3Y | -62.6% | +22.5% | -85.1% | -69.4% |
| 5Y | -64.8% | +64.0% | -128.9% | -73.8% |
| 10Y | +45.1% | +170.4% | -125.3% | -11.5% |
| All | +3,264.4% | +428.6% | +2,835.7% | +1,262.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling