+302.5%
VTI vs CSX
+481.1%
-178.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | 0.0% |
| 7D | -0.4% | -0.6% | +0.2% | -0.1% |
| 30D | -1.6% | -3.2% | +1.6% | -0.3% |
| 3M | +3.6% | +2.6% | +1.0% | +2.1% |
| 6M | +13.0% | +19.8% | -6.8% | +3.9% |
| YTD | +12.7% | +34.7% | -22.0% | -1.6% |
| 1Y | +18.4% | +52.1% | -33.8% | -2.3% |
| 3Y | +76.4% | +68.4% | +8.0% | +36.9% |
| 5Y | +73.7% | +65.1% | +8.6% | +34.5% |
| 10Y | +302.5% | +496.7% | -194.2% | +122.8% |
| All | +302.5% | +481.1% | -178.6% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CSX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling