-97.7%
CRBU vs VT
+65.6%
-163.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.6% |
| 7D | -7.8% | +2.9% | -10.7% | -13.4% |
| 30D | -19.1% | -2.5% | -16.6% | -15.5% |
| 3M | -77.6% | -3.3% | -74.3% | -76.0% |
| 6M | -81.3% | +1.5% | -82.8% | -81.9% |
| YTD | -76.1% | +11.4% | -87.5% | -80.7% |
| 1Y | -83.2% | +11.9% | -95.1% | -86.4% |
| 3Y | -90.1% | +73.9% | -164.0% | -96.5% |
| 5Y | -98.2% | +57.9% | -156.1% | -99.2% |
| All | -97.7% | +65.6% | -163.3% | -98.9% |
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 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