+48.2%
CSX vs VGT
+99.2%
-51.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.7% | -3.9% |
| 7D | -5.5% | -7.2% | +1.7% | -3.0% |
| 30D | +4.9% | -16.1% | +21.1% | +11.6% |
| 3M | -2.9% | -9.2% | +6.3% | +0.1% |
| 6M | +8.3% | -0.7% | +9.1% | +6.9% |
| YTD | +36.7% | +15.6% | +21.2% | +26.1% |
| 1Y | +41.5% | +14.4% | +27.1% | +30.9% |
| 3Y | +68.6% | +105.2% | -36.6% | +15.3% |
| All | +48.2% | +99.2% | -51.0% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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