-50.0%
CSIQ vs VT
+76.6%
-126.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +2.9% |
| 7D | +12.4% | -0.3% | +12.7% | +13.3% |
| 30D | -3.7% | -1.4% | -2.2% | +0.1% |
| 3M | -34.2% | -1.4% | -32.8% | -31.6% |
| 6M | -32.1% | +5.5% | -37.5% | -37.7% |
| YTD | -54.6% | +12.8% | -67.5% | -64.0% |
| 1Y | -51.0% | +15.4% | -66.4% | -62.5% |
| All | -50.0% | +76.6% | -126.6% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling