+3,976.8%
CSX vs VGT
+2,035.6%
+1,941.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.7% | -4.4% |
| 7D | -5.5% | -7.2% | +1.7% | -0.3% |
| 30D | +4.9% | -16.1% | +21.1% | +18.9% |
| 3M | -2.9% | -9.2% | +6.3% | +3.1% |
| 6M | +8.3% | -0.7% | +9.1% | +5.5% |
| YTD | +36.7% | +15.6% | +21.2% | +17.0% |
| 1Y | +41.5% | +14.4% | +27.1% | +21.7% |
| 3Y | +68.6% | +105.2% | -36.6% | -15.7% |
| 5Y | +48.4% | +100.0% | -51.6% | -27.8% |
| 10Y | +446.6% | +712.1% | -265.5% | -34.9% |
| All | +3,976.8% | +2,035.6% | +1,941.2% | +81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling