-63.2%
CSGP vs VTEB
+3.9%
-67.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.9% |
| 7D | +1.3% | +1.0% | +0.2% | -0.3% |
| 30D | +10.7% | +4.9% | +5.7% | +3.6% |
| 3M | +3.3% | 0.0% | +3.3% | +2.9% |
| 6M | -10.3% | -0.3% | -10.1% | -10.4% |
| YTD | -54.6% | +0.7% | -55.3% | -55.2% |
| 1Y | -54.6% | +1.1% | -55.8% | -55.5% |
| 3Y | -60.3% | +12.7% | -73.0% | -67.4% |
| All | -63.2% | +3.9% | -67.1% | -65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling