-77.5%
CRBU vs VT
+74.2%
-151.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -5.2% |
| 7D | -10.0% | -0.1% | -9.9% | -9.7% |
| 30D | -13.3% | -0.7% | -12.6% | -11.9% |
| 3M | -21.7% | +4.0% | -25.7% | -28.5% |
| 6M | -26.9% | +12.3% | -39.2% | -43.2% |
| YTD | -9.4% | +14.0% | -23.5% | -31.6% |
| 1Y | -21.7% | +20.3% | -42.0% | -46.2% |
| All | -77.5% | +74.2% | -151.6% | -93.7% |
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