+418.4%
CSX vs VO
+197.6%
+220.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.8% |
| 7D | +3.1% | +2.9% | +0.1% | +0.2% |
| 30D | +9.7% | +1.0% | +8.7% | +8.6% |
| 3M | +4.9% | -1.7% | +6.6% | +6.5% |
| 6M | +18.4% | +6.7% | +11.7% | +10.8% |
| YTD | +45.9% | +14.0% | +31.9% | +28.0% |
| 1Y | +50.0% | +13.7% | +36.3% | +32.0% |
| 3Y | +78.0% | +65.8% | +12.2% | +7.4% |
| 5Y | +59.2% | +36.6% | +22.6% | +15.5% |
| All | +418.4% | +197.6% | +220.8% | +82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling