+311.2%
CRC vs VT
+126.3%
+184.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +4.6% | +0.4% | +4.2% | +4.1% |
| 30D | +6.4% | +1.0% | +5.4% | +5.3% |
| 3M | -10.4% | +2.4% | -12.8% | -12.9% |
| 6M | -10.8% | +12.0% | -22.8% | -22.2% |
| YTD | +23.8% | +15.3% | +8.5% | +4.3% |
| 1Y | +8.3% | +22.6% | -14.3% | -15.2% |
| 3Y | +4.1% | +74.7% | -70.6% | -44.0% |
| 5Y | +67.8% | +66.1% | +1.7% | -3.3% |
| All | +311.2% | +126.3% | +184.9% | +71.5% |
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