+590.7%
CSGP price history and return analytics
+374.2%
+216.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.1% | +0.4% | -4.5% | -4.5% |
| 30D | +2.3% | +1.0% | +1.3% | +1.5% |
| 3M | -8.2% | +2.4% | -10.6% | -10.8% |
| 6M | -35.1% | +12.0% | -47.1% | -42.2% |
| YTD | -54.0% | +15.3% | -69.4% | -60.2% |
| 1Y | -65.3% | +22.6% | -87.9% | -71.6% |
| 3Y | -62.6% | +74.7% | -137.2% | -77.7% |
| 5Y | -64.8% | +66.1% | -131.0% | -77.8% |
| 10Y | +45.1% | +225.0% | -179.9% | -48.0% |
| All | +590.7% | +374.2% | +216.5% | +86.6% |
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