+45.8%
CSX vs VG
+45.2%
+0.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.0% | +1.7% | -2.4% |
| 7D | -2.7% | -22.0% | +19.3% | -2.9% |
| 30D | +7.0% | -14.7% | +21.7% | +6.9% |
| 3M | -0.3% | -7.1% | +6.8% | -0.3% |
| 6M | +13.5% | -11.2% | +24.7% | +13.6% |
| YTD | +41.5% | +69.8% | -28.3% | +35.7% |
| 1Y | +45.8% | +49.9% | -4.1% | +41.6% |
| All | +45.8% | +45.2% | +0.6% | +41.6% |
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