+482.4%
CSX vs VEU
+149.3%
+333.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +0.6% | +1.7% | -1.0% | -0.9% |
| 30D | -2.3% | +1.0% | -3.2% | -3.1% |
| 3M | +4.3% | +5.6% | -1.3% | -1.3% |
| 6M | +23.4% | +13.7% | +9.7% | +8.3% |
| YTD | +36.4% | +17.7% | +18.7% | +15.6% |
| 1Y | +53.0% | +25.8% | +27.3% | +21.7% |
| 3Y | +70.6% | +77.1% | -6.5% | -4.9% |
| 5Y | +65.5% | +57.1% | +8.3% | +3.8% |
| 10Y | +482.4% | +149.8% | +332.6% | +132.7% |
| All | +482.4% | +149.3% | +333.1% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling