+289.1%
VTI vs CSGP
+61.5%
+227.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | +0.4% |
| 7D | -0.4% | -3.2% | +2.7% | +0.4% |
| 30D | -3.2% | +2.2% | -5.5% | -4.8% |
| 3M | -2.9% | -3.7% | +0.7% | -3.4% |
| 6M | +2.4% | -7.4% | +9.8% | +2.1% |
| YTD | +11.2% | -54.9% | +66.1% | +37.4% |
| 1Y | +11.6% | -54.9% | +66.5% | +37.7% |
| 3Y | +76.6% | -61.9% | +138.5% | +124.2% |
| 5Y | +65.3% | -63.1% | +128.4% | +105.9% |
| 10Y | +289.1% | +65.1% | +223.9% | +223.2% |
| All | +289.1% | +61.5% | +227.6% | +223.2% |
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