-97.8%
CRBU vs VT
+65.1%
-162.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.2% |
| 7D | -19.4% | +2.4% | -21.7% | -23.6% |
| 30D | -21.3% | -1.5% | -19.8% | -19.5% |
| 3M | -77.5% | -4.1% | -73.4% | -75.4% |
| 6M | -82.9% | +0.6% | -83.5% | -83.1% |
| YTD | -77.2% | +11.0% | -88.3% | -81.5% |
| 1Y | -81.8% | +13.3% | -95.1% | -85.7% |
| 3Y | -90.4% | +73.4% | -163.8% | -96.6% |
| 5Y | -98.3% | +57.4% | -155.8% | -99.2% |
| All | -97.8% | +65.1% | -162.9% | -99.0% |
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