-32.0%
VST vs CSGP
-56.4%
+24.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -4.7% | +15.2% | +9.6% |
| 7D | -9.8% | +1.3% | -11.1% | -9.5% |
| 30D | -25.1% | +10.7% | -35.8% | -23.4% |
| 3M | -11.6% | +3.3% | -14.9% | -10.1% |
| 6M | -20.9% | -10.3% | -10.6% | -20.0% |
| YTD | -22.3% | -54.6% | +32.3% | -22.4% |
| 1Y | -32.0% | -54.6% | +22.6% | -31.0% |
| All | -32.0% | -56.4% | +24.4% | -31.0% |
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