+332.6%
CSQ price history and return analytics
+221.8%
+110.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +2.1% | +2.4% | -0.3% | -0.6% |
| 30D | -3.2% | -1.5% | -1.7% | -1.4% |
| 3M | -5.6% | -4.1% | -1.5% | -0.9% |
| 6M | -1.1% | +0.6% | -1.7% | -1.7% |
| YTD | +7.5% | +11.0% | -3.6% | -4.8% |
| 1Y | +11.7% | +13.3% | -1.6% | -3.3% |
| 3Y | +79.0% | +73.4% | +5.6% | -5.4% |
| 5Y | +48.5% | +57.4% | -8.9% | -11.6% |
| All | +332.6% | +221.8% | +110.8% | +21.8% |
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