+47.1%
CSX vs VO
+16.3%
+30.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.8% | +2.0% |
| 7D | +0.1% | +1.0% | -0.8% | -0.6% |
| 30D | +9.7% | +2.6% | +7.1% | +7.6% |
| 3M | +2.3% | -0.3% | +2.5% | +2.5% |
| 6M | +17.1% | +7.6% | +9.5% | +9.8% |
| YTD | +44.9% | +14.7% | +30.2% | +28.6% |
| 1Y | +47.1% | +16.4% | +30.7% | +28.4% |
| All | +47.1% | +16.3% | +30.8% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling