+63.7%
CRAI vs VT
+77.9%
-14.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.3% | +0.4% | -2.8% | -2.6% |
| 30D | -2.9% | +1.0% | -3.9% | -3.5% |
| 3M | +20.3% | +2.4% | +17.9% | +18.0% |
| 6M | -5.5% | +12.0% | -17.5% | -13.6% |
| YTD | -14.0% | +15.3% | -29.3% | -23.4% |
| 1Y | -11.9% | +22.6% | -34.5% | -25.6% |
| All | +63.7% | +77.9% | -14.2% | +21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling