+5.2%
VUG vs CSGP
-53.2%
+58.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.0% | -2.5% | +1.6% |
| 7D | -3.0% | +18.3% | -21.3% | -2.9% |
| 30D | -6.4% | +17.8% | -24.2% | -6.6% |
| 3M | -3.2% | +9.3% | -12.5% | -3.2% |
| 6M | +3.1% | -7.9% | +11.0% | +4.2% |
| YTD | +6.3% | -51.5% | +57.8% | +13.9% |
| 1Y | +5.2% | -53.3% | +58.5% | +14.0% |
| All | +5.2% | -53.2% | +58.4% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling