+288.8%
VTI vs CSGP
+63.3%
+225.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.7% | +5.1% | +1.7% |
| 7D | -2.6% | +1.3% | -3.9% | -3.0% |
| 30D | -5.0% | +10.7% | -15.7% | -8.8% |
| 3M | -4.3% | +3.3% | -7.6% | -6.7% |
| 6M | +0.6% | -10.3% | +10.9% | +1.2% |
| YTD | +8.9% | -54.6% | +63.4% | +34.3% |
| 1Y | +11.1% | -54.6% | +65.8% | +36.9% |
| 3Y | +74.5% | -60.3% | +134.8% | +118.3% |
| 5Y | +60.1% | -63.3% | +123.4% | +100.0% |
| All | +288.8% | +63.3% | +225.5% | +222.9% |
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