+123.6%
CRAI vs VT
+57.4%
+66.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.8% |
| 7D | +0.1% | +0.4% | -0.2% | -0.4% |
| 30D | +11.7% | -2.6% | +14.3% | +13.2% |
| 3M | +17.0% | -3.2% | +20.2% | +18.9% |
| 6M | +42.4% | +0.9% | +41.5% | +39.6% |
| YTD | -0.6% | +11.3% | -11.9% | -9.9% |
| 1Y | +11.0% | +14.0% | -3.0% | -1.4% |
| 3Y | +127.7% | +75.8% | +51.9% | +47.4% |
| 5Y | +123.6% | +57.8% | +65.7% | +66.2% |
| All | +123.6% | +57.4% | +66.2% | +66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling