+3,264.4%
CSGP vs VTRS
+64.3%
+3,200.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.4% |
| 7D | -4.1% | +3.3% | -7.4% | -4.8% |
| 30D | +2.3% | -3.6% | +6.0% | +3.0% |
| 3M | -8.2% | +7.0% | -15.1% | -9.6% |
| 6M | -35.1% | +17.5% | -52.5% | -37.6% |
| YTD | -54.0% | +38.8% | -92.8% | -57.5% |
| 1Y | -65.3% | +69.2% | -134.5% | -69.3% |
| 3Y | -62.6% | +77.5% | -140.0% | -67.8% |
| 5Y | -64.8% | +39.9% | -104.7% | -68.8% |
| 10Y | +45.1% | -47.1% | +92.2% | +46.6% |
| All | +3,264.4% | +64.3% | +3,200.1% | +2,340.2% |
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