-66.4%
CSGP vs VTRS
+64.0%
-130.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | -5.4% | -3.5% | -1.9% | -4.6% |
| 30D | -6.0% | +2.1% | -8.1% | -6.6% |
| 3M | -12.8% | +2.6% | -15.4% | -13.4% |
| 6M | -38.9% | +17.8% | -56.7% | -41.4% |
| YTD | -56.0% | +35.7% | -91.7% | -60.0% |
| 1Y | -66.4% | +63.5% | -129.9% | -71.4% |
| All | -66.4% | +64.0% | -130.4% | -71.4% |
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