+482.4%
CSX vs VTV
+226.9%
+255.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.1% |
| 7D | +0.6% | +0.3% | +0.3% | +0.3% |
| 30D | -2.3% | +0.1% | -2.4% | -2.4% |
| 3M | +4.3% | +6.2% | -1.9% | -2.6% |
| 6M | +23.4% | +13.5% | +9.9% | +6.8% |
| YTD | +36.4% | +18.9% | +17.6% | +12.1% |
| 1Y | +53.0% | +25.8% | +27.2% | +17.9% |
| 3Y | +70.6% | +68.7% | +1.9% | -6.1% |
| 5Y | +65.5% | +80.3% | -14.9% | -15.5% |
| 10Y | +482.4% | +226.3% | +256.0% | +51.3% |
| All | +482.4% | +226.9% | +255.5% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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