+67.8%
CSX vs VGT
+133.3%
-65.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.7% |
| 7D | -3.4% | +1.0% | -4.4% | -3.7% |
| 30D | -3.1% | +1.3% | -4.4% | -3.6% |
| 3M | +7.2% | -1.1% | +8.3% | +7.1% |
| 6M | +16.2% | +32.6% | -16.5% | +2.3% |
| YTD | +37.5% | +29.0% | +8.6% | +22.3% |
| 1Y | +53.2% | +39.7% | +13.5% | +31.2% |
| 3Y | +68.2% | +120.9% | -52.7% | +12.8% |
| All | +67.8% | +133.3% | -65.5% | +3.9% |
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