-88.4%
CRCA vs VT
+24.3%
-112.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.5% | -10.8% | -8.5% |
| 7D | +12.9% | +1.0% | +11.9% | +8.5% |
| 30D | +90.6% | -0.2% | +90.9% | +98.8% |
| 3M | +5.1% | +4.5% | +0.6% | -13.0% |
| 6M | -51.6% | +14.1% | -65.6% | -74.1% |
| YTD | -36.2% | +14.8% | -50.9% | -67.1% |
| 1Y | -76.9% | +21.2% | -98.1% | -91.8% |
| All | -88.4% | +24.3% | -112.7% | -96.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling