-87.7%
CRBP vs VT
+252.3%
-340.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +1.6% | +0.4% | +1.1% | +0.9% |
| 30D | +15.8% | +1.0% | +14.8% | +14.3% |
| 3M | +38.3% | +2.4% | +35.9% | +33.7% |
| 6M | +31.6% | +12.0% | +19.6% | +12.1% |
| YTD | +36.1% | +15.3% | +20.8% | +11.1% |
| 1Y | +10.6% | +22.6% | -12.0% | -17.6% |
| 3Y | +66.6% | +74.7% | -8.1% | -23.3% |
| 5Y | -70.5% | +66.1% | -136.6% | -85.2% |
| 10Y | -91.4% | +225.0% | -316.4% | -97.5% |
| All | -87.7% | +252.3% | -340.0% | -96.3% |
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 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