+227.2%
VT vs CSGP
+71.6%
+155.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -1.6% | -2.2% | +0.6% | -1.5% |
| 30D | -2.5% | +14.4% | -16.9% | -6.6% |
| 3M | -1.3% | +4.3% | -5.6% | -3.7% |
| 6M | +3.1% | -9.8% | +12.9% | +3.6% |
| YTD | +10.9% | -53.4% | +64.4% | +33.1% |
| 1Y | +12.1% | -54.9% | +66.9% | +35.4% |
| 3Y | +73.9% | -59.5% | +133.4% | +111.5% |
| 5Y | +58.0% | -62.9% | +120.9% | +92.3% |
| All | +227.2% | +71.6% | +155.6% | +171.8% |
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 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