+4,089.7%
CSX vs VTV
+728.8%
+3,360.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.8% | +0.5% |
| 7D | -2.2% | -0.5% | -1.7% | -1.6% |
| 30D | +6.8% | +3.1% | +3.7% | +3.2% |
| 3M | +0.7% | +1.8% | -1.1% | -1.4% |
| 6M | +13.3% | +10.9% | +2.4% | +0.6% |
| YTD | +40.5% | +20.9% | +19.7% | +13.3% |
| 1Y | +44.7% | +24.6% | +20.0% | +12.6% |
| 3Y | +74.5% | +78.6% | -4.1% | -10.0% |
| 5Y | +52.0% | +76.4% | -24.4% | -20.4% |
| 10Y | +412.6% | +230.7% | +181.9% | +32.5% |
| All | +4,089.7% | +728.8% | +3,360.8% | +317.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling