-80.5%
CRCA vs VT
+20.4%
-100.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -3.7% |
| 7D | +6.9% | -0.1% | +7.1% | +9.7% |
| 30D | +74.7% | -0.7% | +75.3% | +87.1% |
| 3M | +0.7% | +4.0% | -3.3% | -13.9% |
| 6M | -62.2% | +12.3% | -74.5% | -77.6% |
| YTD | -40.8% | +14.0% | -54.8% | -68.4% |
| 1Y | -80.5% | +20.3% | -100.8% | -93.9% |
| All | -80.5% | +20.4% | -100.9% | -93.9% |
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