-7.7%
CRBD vs VT
+34.1%
-41.9%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | -3.3% | -0.7% | -2.7% | -3.2% |
| 3M | -5.5% | +4.0% | -9.5% | -6.1% |
| 6M | -7.5% | +12.3% | -19.8% | -9.2% |
| YTD | -6.0% | +14.0% | -20.0% | -7.9% |
| 1Y | -8.2% | +20.3% | -28.5% | -10.9% |
| All | -7.7% | +34.1% | -41.9% | -12.4% |
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