+304.7%
VTI vs CSX
+488.7%
-184.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.2% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | -1.1% | -2.3% | +1.2% | -0.2% |
| 3M | +3.9% | +4.3% | -0.4% | +1.7% |
| 6M | +14.6% | +23.4% | -8.7% | +4.1% |
| YTD | +13.3% | +36.4% | -23.1% | -1.6% |
| 1Y | +19.2% | +53.0% | -33.9% | -1.8% |
| 3Y | +77.4% | +70.6% | +6.8% | +36.9% |
| 5Y | +74.0% | +65.5% | +8.6% | +34.7% |
| All | +304.7% | +488.7% | -184.0% | +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 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