+628.0%
CSGP price history and return analytics
+363.9%
+264.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +2.5% |
| 7D | +18.3% | -0.3% | +18.6% | +18.5% |
| 30D | +17.8% | -1.4% | +19.2% | +18.9% |
| 3M | +9.3% | -1.4% | +10.6% | +10.2% |
| 6M | -7.9% | +5.5% | -13.4% | -13.6% |
| YTD | -51.5% | +12.8% | -64.4% | -57.4% |
| 1Y | -53.3% | +15.4% | -68.7% | -59.8% |
| 3Y | -57.9% | +76.9% | -134.8% | -75.3% |
| 5Y | -61.3% | +60.4% | -121.7% | -74.9% |
| 10Y | +77.5% | +232.8% | -155.2% | -37.9% |
| All | +628.0% | +363.9% | +264.2% | +99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling