-63.2%
CSGP vs VTR
+95.0%
-158.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.6% |
| 7D | +1.3% | +4.7% | -3.4% | -0.3% |
| 30D | +10.7% | +10.9% | -0.2% | +7.2% |
| 3M | +3.3% | -3.2% | +6.5% | +4.4% |
| 6M | -10.3% | +3.7% | -14.0% | -11.7% |
| YTD | -54.6% | +16.8% | -71.4% | -57.3% |
| 1Y | -54.6% | +21.3% | -76.0% | -58.1% |
| 3Y | -60.3% | +119.0% | -179.4% | -71.8% |
| All | -63.2% | +95.0% | -158.3% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling