+31.0%
CFR vs VT
+12.5%
+18.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.2% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +5.3% | -3.1% | +8.3% | +6.1% |
| 3M | -3.9% | -3.5% | -0.4% | -3.0% |
| 6M | +15.5% | +0.5% | +15.0% | +14.9% |
| YTD | +27.5% | +10.8% | +16.8% | +19.3% |
| 1Y | +31.0% | +11.9% | +19.1% | +21.5% |
| All | +31.0% | +12.5% | +18.5% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling