+231.0%
VTV vs CSGP
+63.3%
+167.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | +0.6% |
| 7D | -2.2% | +1.3% | -3.5% | -2.5% |
| 30D | +2.2% | +10.7% | -8.5% | -0.8% |
| 3M | +0.3% | +3.3% | -3.0% | -1.5% |
| 6M | +8.3% | -10.3% | +18.6% | +9.1% |
| YTD | +18.5% | -54.6% | +73.1% | +39.6% |
| 1Y | +23.0% | -54.6% | +77.7% | +44.8% |
| 3Y | +72.6% | -60.3% | +133.0% | +105.8% |
| 5Y | +73.3% | -63.3% | +136.6% | +106.2% |
| All | +231.0% | +63.3% | +167.7% | +186.2% |
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