+53.2%
CSX vs VWO
+23.1%
+30.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.6% |
| 7D | -3.4% | +1.1% | -4.5% | -3.7% |
| 30D | -3.1% | +2.4% | -5.5% | -3.7% |
| 3M | +7.2% | +2.0% | +5.2% | +6.5% |
| 6M | +16.2% | +10.7% | +5.5% | +10.9% |
| YTD | +37.5% | +14.4% | +23.1% | +30.0% |
| 1Y | +53.2% | +22.7% | +30.5% | +41.4% |
| All | +53.2% | +23.1% | +30.2% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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