+487.4%
CSX vs VTEB
+17.9%
+469.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.3% |
| 7D | -0.9% | -0.9% | 0.0% | -0.5% |
| 30D | -2.0% | -2.5% | +0.5% | -0.9% |
| 3M | +3.6% | -3.0% | +6.6% | +4.9% |
| 6M | +22.0% | -2.1% | +24.2% | +23.2% |
| YTD | +36.3% | -1.5% | +37.8% | +37.2% |
| 1Y | +50.9% | +0.2% | +50.8% | +50.9% |
| 3Y | +69.2% | +8.6% | +60.6% | +63.3% |
| 5Y | +69.2% | +1.2% | +68.0% | +67.1% |
| All | +487.4% | +17.9% | +469.6% | +639.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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