+293.9%
VTI vs CSGP
+65.4%
+228.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | -0.7% | -7.1% | +6.4% | +1.3% |
| 30D | -1.9% | +3.6% | -5.5% | -3.9% |
| 3M | -1.4% | -2.7% | +1.3% | -2.2% |
| 6M | +3.5% | -8.1% | +11.5% | +3.4% |
| YTD | +12.6% | -55.0% | +67.6% | +39.2% |
| 1Y | +12.7% | -55.8% | +68.5% | +40.0% |
| 3Y | +78.8% | -62.0% | +140.8% | +127.1% |
| 5Y | +67.2% | -62.9% | +130.1% | +107.9% |
| 10Y | +293.9% | +62.6% | +231.3% | +227.6% |
| All | +293.9% | +65.4% | +228.5% | +227.6% |
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