+614.8%
CRAI vs VT
+222.7%
+392.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -3.2% | -0.1% | -3.1% | -3.1% |
| 30D | -1.5% | -0.7% | -0.8% | -0.9% |
| 3M | +11.9% | +4.0% | +7.9% | +7.2% |
| 6M | -3.4% | +12.3% | -15.7% | -14.1% |
| YTD | -16.7% | +14.0% | -30.7% | -27.1% |
| 1Y | -14.7% | +20.3% | -35.0% | -29.2% |
| 3Y | +58.1% | +75.4% | -17.3% | -7.8% |
| 5Y | +93.0% | +66.0% | +27.0% | +18.2% |
| 10Y | +614.8% | +228.2% | +386.6% | +136.0% |
| All | +614.8% | +222.7% | +392.1% | +136.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling