-90.4%
CRBU vs VT
+71.5%
-161.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.1% | +0.4% | -3.5% | -4.0% |
| 30D | -2.5% | +1.0% | -3.5% | -4.4% |
| 3M | -24.0% | +2.4% | -26.4% | -28.0% |
| 6M | -12.8% | +12.0% | -24.8% | -30.9% |
| YTD | -1.3% | +15.3% | -16.6% | -26.0% |
| 1Y | -15.1% | +22.6% | -37.7% | -42.8% |
| 3Y | -73.3% | +74.7% | -148.0% | -90.7% |
| 5Y | -94.8% | +66.1% | -160.9% | -97.6% |
| All | -90.4% | +71.5% | -161.9% | -96.0% |
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