+51.1%
CSX vs VUG
+3.5%
+47.7%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | +6.0% | +2.5% | +3.5% | +5.7% |
| 30D | +7.8% | -6.3% | +14.1% | +8.3% |
| 3M | +4.1% | -6.0% | +10.1% | +4.5% |
| 6M | +17.9% | -3.5% | +21.5% | +18.0% |
| YTD | +44.9% | +3.9% | +41.0% | +38.6% |
| 1Y | +51.1% | +5.1% | +46.0% | +43.9% |
| All | +51.1% | +3.5% | +47.7% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling