+2,267.4%
VGT vs CSGP
+643.0%
+1,624.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +1.2% |
| 7D | +1.0% | -4.1% | +5.1% | +2.4% |
| 30D | +1.3% | +2.3% | -1.0% | -0.1% |
| 3M | -1.1% | -8.2% | +7.0% | 0.0% |
| 6M | +32.6% | -35.1% | +67.7% | +50.9% |
| YTD | +29.0% | -54.0% | +83.0% | +64.4% |
| 1Y | +39.7% | -65.3% | +105.0% | +96.6% |
| 3Y | +120.9% | -62.6% | +183.5% | +194.3% |
| 5Y | +133.6% | -64.8% | +198.4% | +210.7% |
| 10Y | +792.6% | +45.1% | +747.5% | +607.2% |
| All | +2,267.4% | +643.0% | +1,624.4% | +846.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling