+78.1%
VTV vs CSGP
-62.0%
+140.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | -0.4% |
| 7D | +2.3% | -6.1% | +8.4% | +3.0% |
| 30D | +3.8% | +0.3% | +3.5% | +3.5% |
| 3M | +1.7% | -1.3% | +3.0% | +1.4% |
| 6M | +10.9% | -8.9% | +19.8% | +11.4% |
| YTD | +21.7% | -55.2% | +77.0% | +36.2% |
| 1Y | +23.4% | -56.4% | +79.8% | +38.7% |
| All | +78.1% | -62.0% | +140.1% | +100.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling