+16.6%
CSL vs VT
+10.7%
+5.9%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -0.1% |
| 7D | +2.0% | -4.2% | +6.2% | +7.4% |
| 30D | +16.3% | -5.8% | +22.1% | +25.0% |
| 3M | -1.3% | -5.2% | +3.9% | +5.4% |
| 6M | +7.4% | +0.1% | +7.2% | +7.4% |
| YTD | +19.6% | +8.2% | +11.4% | +9.1% |
| 1Y | +16.6% | +10.1% | +6.5% | +4.0% |
| All | +16.6% | +10.7% | +5.9% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling