+412.6%
CSX vs VEU
+147.4%
+265.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +0.3% |
| 7D | -2.2% | +0.8% | -3.0% | -2.9% |
| 30D | +6.8% | -1.6% | +8.4% | +8.2% |
| 3M | +0.7% | -4.2% | +4.9% | +4.3% |
| 6M | +13.3% | -1.5% | +14.8% | +13.5% |
| YTD | +40.5% | +11.7% | +28.8% | +24.3% |
| 1Y | +44.7% | +15.6% | +29.1% | +23.9% |
| 3Y | +74.5% | +71.7% | +2.8% | -0.8% |
| 5Y | +52.0% | +49.5% | +2.5% | -0.7% |
| 10Y | +412.6% | +145.6% | +267.0% | +111.7% |
| All | +412.6% | +147.4% | +265.2% | +111.7% |
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