-54.6%
CSGP vs VTR
+21.4%
-76.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.6% |
| 7D | +1.3% | +4.7% | -3.4% | +0.1% |
| 30D | +10.7% | +10.9% | -0.2% | +9.4% |
| 3M | +3.3% | -3.2% | +6.5% | +1.9% |
| 6M | -10.3% | +3.7% | -14.0% | -12.2% |
| YTD | -54.6% | +16.8% | -71.4% | -54.3% |
| 1Y | -54.6% | +21.3% | -76.0% | -53.7% |
| All | -54.6% | +21.4% | -76.1% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling