+70.6%
CSX vs VNQ
+31.8%
+38.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.6% | -0.4% | +1.0% | +0.8% |
| 30D | -2.3% | -2.5% | +0.3% | -0.8% |
| 3M | +4.3% | +1.4% | +2.9% | +3.4% |
| 6M | +23.4% | +4.6% | +18.8% | +20.0% |
| YTD | +36.4% | +10.5% | +25.9% | +28.7% |
| 1Y | +53.0% | +8.4% | +44.6% | +45.9% |
| 3Y | +70.6% | +32.4% | +38.2% | +47.3% |
| All | +70.6% | +31.8% | +38.8% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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