+41.5%
CSX vs VG
+48.6%
-7.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -5.5% | -22.0% | +16.5% | -5.7% |
| 30D | +4.9% | -11.6% | +16.6% | +4.8% |
| 3M | -2.9% | -14.9% | +12.0% | -2.9% |
| 6M | +8.3% | -3.5% | +11.9% | +8.5% |
| YTD | +36.7% | +70.0% | -33.2% | +31.2% |
| 1Y | +41.5% | +50.0% | -8.5% | +37.5% |
| All | +41.5% | +48.6% | -7.1% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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