+4.8%
CRC vs VT
+10.5%
-5.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +3.0% |
| 7D | -15.3% | -2.3% | -13.0% | -15.4% |
| 30D | -9.8% | -5.0% | -4.8% | -10.5% |
| 3M | -10.0% | -4.9% | -5.1% | -10.7% |
| 6M | -22.5% | -1.5% | -21.0% | -22.0% |
| YTD | +7.2% | +8.5% | -1.2% | +9.2% |
| 1Y | +4.8% | +11.4% | -6.5% | +5.3% |
| All | +4.8% | +10.5% | -5.7% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling