+17.4%
CRC vs VT
+57.4%
-40.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -2.5% |
| 7D | -10.7% | +0.4% | -11.1% | -11.1% |
| 30D | -11.4% | -2.6% | -8.8% | -9.4% |
| 3M | -9.2% | -3.2% | -6.0% | -6.7% |
| 6M | -19.2% | +0.9% | -20.2% | -20.8% |
| YTD | +7.2% | +11.3% | -4.2% | -6.6% |
| 1Y | +4.6% | +14.0% | -9.4% | -11.4% |
| 3Y | +1.1% | +75.8% | -74.7% | -45.5% |
| 5Y | +17.4% | +57.8% | -40.4% | -26.6% |
| All | +17.4% | +57.4% | -40.0% | -26.6% |
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