+58.3%
CSX vs VIG
+64.4%
-6.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +6.0% | +3.5% | +2.5% | +2.3% |
| 30D | +7.8% | +4.9% | +2.9% | +2.6% |
| 3M | +4.1% | +2.5% | +1.6% | +1.4% |
| 6M | +17.9% | +11.0% | +6.9% | +5.6% |
| YTD | +44.9% | +16.0% | +28.9% | +24.1% |
| 1Y | +51.1% | +17.5% | +33.6% | +27.7% |
| 3Y | +78.3% | +67.0% | +11.3% | +3.9% |
| All | +58.3% | +64.4% | -6.2% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling