-53.3%
CSGP vs VTRS
+90.6%
-143.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.7% |
| 7D | +18.3% | +2.4% | +15.9% | +17.6% |
| 30D | +17.8% | +9.1% | +8.7% | +15.4% |
| 3M | +9.3% | +9.4% | -0.1% | +6.8% |
| 6M | -7.9% | +28.3% | -36.2% | -13.6% |
| YTD | -51.5% | +58.0% | -109.6% | -57.8% |
| 1Y | -53.3% | +89.7% | -143.0% | -61.8% |
| All | -53.3% | +90.6% | -143.9% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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