-95.8%
CRCA vs VT
+20.2%
-116.0%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -3.7% |
| 7D | -16.9% | +2.4% | -19.2% | -27.1% |
| 30D | -43.1% | -1.5% | -41.6% | -36.2% |
| 3M | -45.2% | -4.1% | -41.1% | -25.7% |
| 6M | -85.0% | +0.6% | -85.6% | -83.3% |
| YTD | -76.8% | +11.0% | -87.9% | -85.0% |
| 1Y | -80.7% | +13.3% | -94.0% | -89.1% |
| All | -95.8% | +20.2% | -116.0% | -98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling