+289.1%
VTI vs CSX
+416.0%
-126.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | -0.4% | +0.7% | -1.2% | -0.8% |
| 30D | -3.2% | +8.1% | -11.3% | -6.5% |
| 3M | -2.9% | +2.2% | -5.1% | -4.1% |
| 6M | +2.4% | +14.6% | -12.2% | -4.1% |
| YTD | +11.2% | +42.2% | -31.0% | -5.5% |
| 1Y | +11.6% | +47.3% | -35.7% | -6.6% |
| 3Y | +76.6% | +73.5% | +3.0% | +34.9% |
| 5Y | +65.3% | +54.1% | +11.2% | +31.3% |
| 10Y | +289.1% | +409.0% | -119.9% | +132.7% |
| All | +289.1% | +416.0% | -126.9% | +132.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling