+1,917.9%
VRT vs CSGP
-24.9%
+1,942.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.3% | +7.4% | +8.9% |
| 7D | -10.6% | -1.8% | -8.8% | -10.3% |
| 30D | -17.4% | +5.3% | -22.7% | -21.0% |
| 3M | -26.4% | +3.3% | -29.7% | -30.0% |
| 6M | -41.0% | -4.7% | -36.3% | -43.5% |
| YTD | +23.8% | -53.5% | +77.4% | +59.6% |
| 1Y | +11.6% | -53.7% | +65.3% | +43.4% |
| 3Y | +403.5% | -59.7% | +463.2% | +564.7% |
| 5Y | +647.0% | -62.5% | +709.5% | +897.6% |
| All | +1,917.9% | -24.9% | +1,942.8% | +2,330.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling