+2.9%
CSR vs VT
+10.7%
-7.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -1.5% |
| 7D | -0.5% | -4.2% | +3.7% | -0.2% |
| 30D | +5.4% | -5.8% | +11.2% | +5.8% |
| 3M | +4.2% | -5.2% | +9.4% | +4.5% |
| 6M | -8.2% | +0.1% | -8.3% | -8.4% |
| YTD | -8.7% | +8.2% | -17.0% | -10.2% |
| 1Y | +2.9% | +10.1% | -7.2% | +0.7% |
| All | +2.9% | +10.7% | -7.8% | +0.7% |
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