+40.1%
CSGP vs VTRS
-48.6%
+88.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.5% |
| 7D | -5.1% | -0.1% | -5.0% | -5.1% |
| 30D | +0.3% | +1.9% | -1.5% | -0.1% |
| 3M | -9.1% | +5.1% | -14.2% | -10.1% |
| 6M | -37.3% | +20.1% | -57.4% | -39.9% |
| YTD | -54.9% | +36.6% | -91.4% | -58.0% |
| 1Y | -65.5% | +64.1% | -129.7% | -69.2% |
| 3Y | -63.3% | +86.4% | -149.6% | -68.6% |
| 5Y | -65.8% | +40.9% | -106.7% | -69.8% |
| 10Y | +40.1% | -48.7% | +88.9% | +39.3% |
| All | +40.1% | -48.6% | +88.8% | +39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling