-54.5%
CSGP vs VT
+10.7%
-65.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.4% | -2.2% |
| 7D | +13.9% | -4.2% | +18.1% | +13.1% |
| 30D | +16.0% | -5.8% | +21.8% | +15.1% |
| 3M | +6.1% | -5.2% | +11.3% | +5.4% |
| 6M | -8.2% | +0.1% | -8.3% | -9.4% |
| YTD | -52.3% | +8.2% | -60.6% | -54.3% |
| 1Y | -54.5% | +10.1% | -64.6% | -57.0% |
| All | -54.5% | +10.7% | -65.2% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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