+229.1%
VTV vs CSGP
+44.3%
+184.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.3% |
| 7D | +0.5% | -4.1% | +4.6% | +1.5% |
| 30D | +1.1% | +2.3% | -1.2% | +0.3% |
| 3M | +5.9% | -8.2% | +14.0% | +7.2% |
| 6M | +11.6% | -35.1% | +46.7% | +22.3% |
| YTD | +19.8% | -54.0% | +73.8% | +41.9% |
| 1Y | +26.2% | -65.3% | +91.5% | +60.6% |
| 3Y | +68.5% | -62.6% | +131.0% | +105.5% |
| 5Y | +79.9% | -64.8% | +144.7% | +118.1% |
| All | +229.1% | +44.3% | +184.9% | +183.9% |
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