+102.8%
CSW vs VT
+53.2%
+49.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.3% | -1.7% |
| 7D | -5.0% | -4.2% | -0.8% | -0.1% |
| 30D | -6.7% | -5.8% | -0.9% | -0.1% |
| 3M | -20.0% | -5.2% | -14.7% | -14.7% |
| 6M | +1.0% | +0.1% | +0.9% | +1.7% |
| YTD | -5.4% | +8.2% | -13.6% | -12.3% |
| 1Y | +14.8% | +10.1% | +4.7% | +4.5% |
| 3Y | +60.3% | +69.7% | -9.4% | -0.7% |
| 5Y | +102.8% | +53.4% | +49.4% | +37.0% |
| All | +102.8% | +53.2% | +49.6% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling