+54.1%
CSX vs VUG
+62.4%
-8.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.5% |
| 7D | +0.7% | -1.2% | +1.9% | +1.2% |
| 30D | +8.1% | -8.9% | +16.9% | +12.5% |
| 3M | +2.2% | -5.9% | +8.1% | +4.7% |
| 6M | +14.6% | -3.3% | +17.9% | +15.4% |
| YTD | +42.2% | +3.4% | +38.8% | +38.2% |
| 1Y | +47.3% | +1.9% | +45.4% | +44.1% |
| 3Y | +73.5% | +76.9% | -3.4% | +24.5% |
| 5Y | +54.1% | +63.9% | -9.8% | +10.2% |
| All | +54.1% | +62.4% | -8.3% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling