+74.7%
CSX vs VTV
+70.8%
+3.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.1% |
| 7D | -3.4% | +0.5% | -3.9% | -3.9% |
| 30D | -3.1% | +1.1% | -4.2% | -4.2% |
| 3M | +7.2% | +5.9% | +1.3% | +0.6% |
| 6M | +16.2% | +11.6% | +4.5% | +3.0% |
| YTD | +37.5% | +19.8% | +17.7% | +13.1% |
| 1Y | +53.2% | +26.2% | +27.0% | +19.2% |
| All | +74.7% | +70.8% | +3.9% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling