+947.7%
VTI vs CSX
+4,247.4%
-3,299.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.6% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | -1.9% | +8.7% | -10.6% | -5.4% |
| 3M | -1.4% | +4.2% | -5.6% | -3.4% |
| 6M | +3.5% | +16.7% | -13.2% | -3.6% |
| YTD | +12.6% | +44.5% | -31.9% | -4.4% |
| 1Y | +12.7% | +50.3% | -37.5% | -5.8% |
| 3Y | +78.8% | +76.3% | +2.5% | +37.7% |
| 5Y | +67.2% | +58.1% | +9.0% | +33.4% |
| 10Y | +293.9% | +416.4% | -122.5% | +85.9% |
| All | +947.7% | +4,247.4% | -3,299.7% | +98.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling