+73.5%
CSX vs VIG
+67.1%
+6.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.9% |
| 7D | +0.7% | +1.0% | -0.3% | -0.3% |
| 30D | +8.1% | +4.5% | +3.5% | +3.4% |
| 3M | +2.2% | +2.1% | +0.1% | +0.1% |
| 6M | +14.6% | +10.5% | +4.1% | +3.4% |
| YTD | +42.2% | +15.1% | +27.1% | +23.2% |
| 1Y | +47.3% | +16.9% | +30.4% | +25.7% |
| 3Y | +73.5% | +65.6% | +8.0% | +1.3% |
| All | +73.5% | +67.1% | +6.5% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling