+222.6%
CRBN vs VT
+226.9%
-4.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | 0.0% |
| 7D | -2.2% | -2.0% | -0.2% | -0.2% |
| 30D | -1.4% | -1.4% | 0.0% | 0.0% |
| 3M | +4.4% | +4.7% | -0.3% | -0.2% |
| 6M | +10.6% | +11.4% | -0.7% | -0.3% |
| YTD | +11.4% | +13.1% | -1.7% | -1.1% |
| 1Y | +17.4% | +19.0% | -1.6% | -0.8% |
| 3Y | +74.8% | +73.9% | +0.8% | +2.4% |
| 5Y | +64.9% | +65.4% | -0.5% | +1.4% |
| All | +222.6% | +226.9% | -4.3% | +7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling