+625.8%
CRAI vs VT
+224.7%
+401.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -2.6% | +1.0% | -3.6% | -3.4% |
| 30D | -0.4% | -0.2% | -0.2% | -0.2% |
| 3M | +16.2% | +4.5% | +11.6% | +10.8% |
| 6M | -4.3% | +14.1% | -18.4% | -16.2% |
| YTD | -15.4% | +14.8% | -30.1% | -26.4% |
| 1Y | -11.7% | +21.2% | -32.9% | -27.2% |
| 3Y | +60.6% | +76.6% | -16.0% | -7.0% |
| 5Y | +92.3% | +66.6% | +25.7% | +17.4% |
| All | +625.8% | +224.7% | +401.0% | +138.3% |
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