+4,139.5%
CSX vs VTV
+729.9%
+3,409.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.0% |
| 7D | +0.7% | 0.0% | +0.7% | +0.7% |
| 30D | +8.1% | +3.2% | +4.9% | +4.3% |
| 3M | +2.2% | +1.7% | +0.5% | +0.3% |
| 6M | +14.6% | +11.0% | +3.6% | +1.6% |
| YTD | +42.2% | +21.0% | +21.2% | +14.4% |
| 1Y | +47.3% | +24.3% | +23.1% | +15.1% |
| 3Y | +73.5% | +76.9% | -3.4% | -9.6% |
| 5Y | +54.1% | +76.9% | -22.8% | -19.6% |
| 10Y | +409.0% | +227.8% | +181.2% | +32.9% |
| All | +4,139.5% | +729.9% | +3,409.5% | +322.0% |
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