+291.9%
VTI vs CSGP
+72.5%
+219.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +1.9% |
| 7D | +0.2% | -1.8% | +2.1% | +0.7% |
| 30D | -2.9% | +5.3% | -8.2% | -5.2% |
| 3M | -2.6% | +3.3% | -5.9% | -5.1% |
| 6M | +2.8% | -4.7% | +7.4% | +1.7% |
| YTD | +11.6% | -53.5% | +65.1% | +36.8% |
| 1Y | +13.6% | -53.7% | +67.4% | +39.3% |
| 3Y | +79.9% | -59.7% | +139.6% | +124.3% |
| 5Y | +64.3% | -62.5% | +126.7% | +104.0% |
| 10Y | +291.9% | +67.3% | +224.6% | +224.8% |
| All | +291.9% | +72.5% | +219.3% | +224.8% |
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