-95.0%
CRBU vs VT
+65.7%
-160.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.0% |
| 3M | -21.7% | +4.0% | -25.7% | -28.3% |
| 6M | -26.9% | +12.3% | -39.2% | -42.4% |
| YTD | -9.4% | +14.0% | -23.5% | -30.4% |
| 1Y | -21.7% | +20.3% | -42.0% | -45.1% |
| 3Y | -75.0% | +75.4% | -150.4% | -91.3% |
| 5Y | -95.0% | +66.0% | -161.0% | -97.9% |
| All | -95.0% | +65.7% | -160.7% | -97.9% |
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 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