+55.6%
CSGP vs VTEB
+23.5%
+32.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | +0.2% |
| 7D | -6.1% | -0.7% | -5.4% | -5.4% |
| 30D | +0.3% | +2.7% | -2.4% | -2.1% |
| 3M | -1.3% | -1.2% | -0.1% | -0.1% |
| 6M | -8.9% | -1.0% | -8.0% | -8.1% |
| YTD | -55.2% | -0.2% | -55.1% | -55.2% |
| 1Y | -56.4% | +0.1% | -56.5% | -56.4% |
| 3Y | -62.2% | +10.8% | -73.0% | -65.7% |
| 5Y | -63.7% | +2.9% | -66.6% | -65.0% |
| All | +55.6% | +23.5% | +32.0% | +48.4% |
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