-10.6%
CRBD vs VT
+18.7%
-29.3%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -0.3% | -2.0% | +1.7% | +0.1% |
| 30D | -4.4% | -1.4% | -3.0% | -4.1% |
| 3M | -5.4% | +4.7% | -10.1% | -6.2% |
| 6M | -7.2% | +11.4% | -18.6% | -8.5% |
| YTD | -5.4% | +13.1% | -18.4% | -7.2% |
| 1Y | -10.6% | +19.0% | -29.6% | -15.3% |
| All | -10.6% | +18.7% | -29.3% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling