+65.2%
CSGP price history and return analytics
+215.5%
-150.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.9% |
| 7D | +1.3% | -2.3% | +3.6% | +3.5% |
| 30D | +10.7% | -5.0% | +15.6% | +15.6% |
| 3M | +3.3% | -4.9% | +8.2% | +7.8% |
| 6M | -10.3% | -1.5% | -8.8% | -10.6% |
| YTD | -54.6% | +8.5% | -63.1% | -59.2% |
| 1Y | -54.6% | +11.4% | -66.0% | -60.4% |
| 3Y | -60.3% | +70.1% | -130.4% | -77.7% |
| 5Y | -63.3% | +53.7% | -117.0% | -76.9% |
| All | +65.2% | +215.5% | -150.3% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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