+92.9%
CRAK vs VT
+74.5%
+18.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | +2.2% | +2.9% | -0.7% | +0.5% |
| 30D | -14.8% | -2.5% | -12.3% | -13.6% |
| 3M | -0.3% | -3.3% | +3.1% | +1.6% |
| 6M | +16.3% | +1.5% | +14.7% | +14.4% |
| YTD | +54.3% | +11.4% | +42.9% | +41.3% |
| 1Y | +44.6% | +11.9% | +32.7% | +31.9% |
| All | +92.9% | +74.5% | +18.3% | +15.3% |
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 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