+4,207.5%
CSX vs VGT
+2,138.1%
+2,069.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | -0.6% |
| 7D | -0.3% | -1.6% | +1.3% | +0.6% |
| 30D | +8.7% | -10.1% | +18.8% | +16.8% |
| 3M | +4.2% | -5.3% | +9.5% | +7.1% |
| 6M | +16.7% | +0.2% | +16.4% | +12.9% |
| YTD | +44.5% | +21.1% | +23.4% | +19.2% |
| 1Y | +50.3% | +18.2% | +32.1% | +26.2% |
| 3Y | +76.3% | +107.4% | -31.1% | -12.3% |
| 5Y | +58.1% | +111.5% | -53.4% | -26.4% |
| 10Y | +416.4% | +735.5% | -319.1% | -39.6% |
| All | +4,207.5% | +2,138.1% | +2,069.4% | +84.9% |
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 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