+40.1%
CSGP vs VTEB
+18.8%
+21.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -5.1% | -0.2% | -4.9% | -4.9% |
| 30D | +0.3% | -1.6% | +1.9% | +1.8% |
| 3M | -9.1% | -2.0% | -7.1% | -7.5% |
| 6M | -37.3% | -1.7% | -35.6% | -36.3% |
| YTD | -54.9% | -0.6% | -54.3% | -54.7% |
| 1Y | -65.5% | +1.8% | -67.4% | -66.1% |
| 3Y | -63.3% | +9.6% | -72.8% | -66.2% |
| 5Y | -65.8% | +2.1% | -67.8% | -66.8% |
| 10Y | +40.1% | +18.9% | +21.2% | +44.4% |
| All | +40.1% | +18.8% | +21.3% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling