-60.6%
CSGP vs VTEB
+10.6%
-71.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.3% |
| 7D | +1.3% | -1.2% | +2.6% | +3.0% |
| 30D | +2.8% | +2.5% | +0.4% | -0.2% |
| 3M | -6.3% | -1.7% | -4.6% | -5.3% |
| 6M | -3.2% | -1.2% | -1.9% | -2.5% |
| YTD | -54.0% | -0.5% | -53.5% | -54.1% |
| 1Y | -54.8% | -0.1% | -54.7% | -55.1% |
| 3Y | -60.6% | +10.5% | -71.0% | -68.9% |
| All | -60.6% | +10.6% | -71.1% | -68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling