+3,300.3%
CSGP vs VTRS
+99.4%
+3,200.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.7% | +1.6% |
| 7D | -1.8% | +9.7% | -11.6% | -3.9% |
| 30D | +5.3% | +16.2% | -10.9% | +1.8% |
| 3M | +3.3% | +25.6% | -22.3% | -2.0% |
| 6M | -4.7% | +21.1% | -25.8% | -8.9% |
| YTD | -53.5% | +68.5% | -122.0% | -58.9% |
| 1Y | -53.7% | +109.6% | -163.4% | -61.0% |
| 3Y | -59.7% | +156.5% | -216.3% | -68.0% |
| 5Y | -62.5% | +73.5% | -136.0% | -68.2% |
| 10Y | +67.3% | -34.1% | +101.3% | +61.2% |
| All | +3,300.3% | +99.4% | +3,200.9% | +2,259.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling