+599.9%
CSGP vs VT
+356.1%
+243.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.2% | -1.6% | -0.6% | -0.9% |
| 30D | +14.4% | -2.5% | +16.9% | +16.5% |
| 3M | +4.3% | -1.3% | +5.6% | +5.1% |
| 6M | -9.8% | +3.1% | -12.9% | -13.6% |
| YTD | -53.4% | +10.9% | -64.4% | -58.4% |
| 1Y | -54.9% | +12.1% | -66.9% | -60.1% |
| 3Y | -59.5% | +73.9% | -133.4% | -75.9% |
| 5Y | -62.9% | +58.0% | -120.9% | -75.6% |
| 10Y | +71.2% | +225.5% | -154.3% | -39.0% |
| All | +599.9% | +356.1% | +243.8% | +94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling