+490.0%
CRAI vs VT
+346.0%
+144.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.8% |
| 7D | +0.8% | -2.3% | +3.1% | +2.5% |
| 30D | +13.0% | -5.0% | +17.9% | +17.3% |
| 3M | +12.4% | -4.9% | +17.3% | +16.4% |
| 6M | +30.4% | -1.5% | +32.0% | +30.2% |
| YTD | -0.5% | +8.5% | -9.0% | -9.1% |
| 1Y | +9.4% | +11.4% | -2.0% | -2.3% |
| 3Y | +126.0% | +70.1% | +55.9% | +40.5% |
| 5Y | +126.6% | +53.7% | +72.9% | +51.9% |
| 10Y | +658.3% | +220.0% | +438.4% | +178.1% |
| All | +490.0% | +346.0% | +144.0% | +68.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling