+14.4%
VGT vs CSGP
-56.4%
+70.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.7% | +6.0% | +1.0% |
| 7D | -7.2% | +1.3% | -8.5% | -7.1% |
| 30D | -16.1% | +10.7% | -26.8% | -15.4% |
| 3M | -9.2% | +3.3% | -12.4% | -8.7% |
| 6M | -0.7% | -10.3% | +9.6% | +0.3% |
| YTD | +15.6% | -54.6% | +70.1% | +23.9% |
| 1Y | +14.4% | -54.6% | +69.0% | +22.8% |
| All | +14.4% | -56.4% | +70.8% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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