+716.2%
VTV vs CSGP
+634.4%
+81.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | +0.9% |
| 7D | -2.2% | +1.3% | -3.5% | -2.6% |
| 30D | +2.2% | +10.7% | -8.5% | -1.5% |
| 3M | +0.3% | +3.3% | -3.0% | -1.9% |
| 6M | +8.3% | -10.3% | +18.6% | +9.1% |
| YTD | +18.5% | -54.6% | +73.1% | +42.5% |
| 1Y | +23.0% | -54.6% | +77.7% | +47.8% |
| 3Y | +72.6% | -60.3% | +133.0% | +110.4% |
| 5Y | +73.3% | -63.3% | +136.6% | +109.4% |
| 10Y | +238.2% | +66.5% | +171.7% | +145.3% |
| All | +716.2% | +634.4% | +81.8% | +226.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling